Just 10 stocks account for more than 100% of the rise in the S&P 500 this year - the other 490 have, on average, fallen. To us, this looks like an investment bubble around a handful of tech stocks related to generative artificial intelligence (AI).
Join Guy Monson on bubble watch as he discusses:
- Why bubbles arise and what could pop this one
- How diverse, global investment themes help us avoid the bubble-blowers
- The benefits of dividends and portfolio protection in jittery markets