Tag
#bubbles
3 articles
Thematic Investing Is Showing Cracks
According to a recent report from JPMorgan, the attractiveness of investing in thematic ETFs that target diverse topics like renewable energy, innovation in developing markets, robots and space exploration does not benefit the end investor in the long run.
29 Jan 2022
Bubbles? What Grantham Is Seeing
Right now, Grantham believes that the stimulus, vaccine optimism and the ongoing economic recovery have enabled investors to buy some time. Yet, serious issues such as rising interest rates, sustained inflation, labor shortages and exploding commodity prices could trigger the next fall.
22 Jul 2021
Bubbles, What Bubbles?
We remain cautious on current valuations and are not in a hurry to buy over-valued growth stocks, we prefer to let some time pass for inflationary pressure to cool down.
30 Jun 2021
