Bubbles, diversification, “all that glitters is not gold...” and do you insure your house?

There is currently quite a lot of comment using the word “bubble”. This is not surprising when stocks like Nvidia, Microsoft, Amazon and AMD have done incredibly well and have massive market capitalisations. In addition to “AI” excitement and concern, there is crypto perhaps seeking to become established as a sort of digital gold. Meanwhile, real gold has now outperformed US equities this century as investors seek safe havens and real assets in a long period of money printing undermining confidence in fiat currencies. And, perhaps quietly, Chinese equities, after a long stagnation, have started to reflect that country not just being a competitive manufacturer but a leading innovator. As a proudly independent firm we asked W1M, a leading investment house - “Are there bubbles? Will trade wars restart? and what can we do about any of it?”.

Read the W1M article here.