Concerns over AI stocks are widespread — but we rarely describe net zero in these terms
It’s the poster child for AI, but surely its shares are too expensive now
From frozen tax thresholds to changes to pension salary sacrifice, industry figures have their say
Watch individual stocks and sell if they are too aggressively valued
Many expect Sanae Takaichi’s election to mean interest rates will stay low for longer. Don’t count on it
Avoid the hype — most companies are seeing no return on generative AI spending
The market reflects the attitudes of millions of participants — but it’s not always right
‘Reversion to mean’ is what many of us say to ourselves to excuse a bad investment
History warns that the greenback may one day be superseded as the global trade currency
Buying the best companies regardless of their country of origin might be the right policy
Investing in the UK is a good intention but the practicalities of the ‘Mansion House accord’ are complex
Investors need to pay close attention to capital expenditure — and whether companies are investing for the future, or just trying to keep the lights on
Tilt away from the US and superpower multinational tech companies
Margo’s done well following the famous investor’s lead, but it may be time to diversify
From another crackdown on tax collection, to Isa threats and investing in defence stocks
Confusion reigns over Trump’s policies and the long-term effect of AI
Earnings multiples may look juicy, but banks are not like other companies
Investors have become overexposed to Nvidia and the rest of the ‘Mag 7’ — what lessons can they learn from this week’s stock rout?
Some stocks avoid ripples in the fixed income market
A year away has taught me a lot about the industry — and I still see opportunities on offer
Play the cards you’re dealt and be adaptable
Companies often evolve through restructuring. As investors, we have to be on top of the detail
An ageing, shrinking population will add to pressure on wages and pensions — but there are opportunities
Share certificates, company reports on paper and annual general meetings have distinct advantages
State involvement in the sector is a good reason for investors to tread carefully
