{"id":28608,"date":"2023-06-23T14:42:32","date_gmt":"2023-06-23T13:42:32","guid":{"rendered":"https:\/\/sarasinandpartners.com\/ie\/?p=28608"},"modified":"2023-07-05T14:37:29","modified_gmt":"2023-07-05T13:37:29","slug":"six-minute-strategy-bubble-watch","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/","title":{"rendered":"Six minute strategy &#8211; Bubble watch"},"content":{"rendered":"<p>Just 10 stocks account for more than 100% of the rise in the S&amp;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).<\/p>\n<p>Join Guy Monson on bubble watch as he discusses:<\/p>\n<ul>\n<li>Why bubbles arise and what could pop this one<\/li>\n<li>How diverse, global investment themes help us avoid the bubble-blowers<\/li>\n<li>The benefits of dividends and portfolio protection in jittery markets<\/li>\n<\/ul>\n<p><div class=\"responsive-container\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/KEaIxGPi7rw\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/sites\/3\/2023\/07\/Six-minute-strategy-23-June-2023_FINAL.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Just 10 stocks account for more than 100% of the rise in the S&amp;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...<\/p>\n","protected":false},"author":19,"featured_media":14038,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28,148],"tags":[],"coauthors":[81],"class_list":["post-28608","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland<\/title>\n<meta name=\"description\" content=\"Join Guy Monson on &#039;bubble watch&#039; as he examines the surge of the S&amp;P 500 driven by just 10 stocks and the role generative AI appears to be playing...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland\" \/>\n<meta property=\"og:description\" content=\"Join Guy Monson on &#039;bubble watch&#039; as he examines the surge of the S&amp;P 500 driven by just 10 stocks and the role generative AI appears to be playing...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\" \/>\n<meta property=\"og:site_name\" content=\"Sarasin &amp; Partners Ireland\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-23T13:42:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-05T13:37:29+00:00\" \/>\n<meta name=\"author\" content=\"Guy Monson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:site\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Guy Monson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\"},\"author\":{\"name\":\"Guy Monson\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7\"},\"headline\":\"Six minute strategy &#8211; Bubble watch\",\"datePublished\":\"2023-06-23T13:42:32+00:00\",\"dateModified\":\"2023-07-05T13:37:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\"},\"wordCount\":91,\"publisher\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#organization\"},\"image\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg\",\"articleSection\":[\"Markets\",\"Videos\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\",\"url\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\",\"name\":\"Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland\",\"isPartOf\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg\",\"datePublished\":\"2023-06-23T13:42:32+00:00\",\"dateModified\":\"2023-07-05T13:37:29+00:00\",\"description\":\"Join Guy Monson on 'bubble watch' as he examines the surge of the S&P 500 driven by just 10 stocks and the role generative AI appears to be playing...\",\"breadcrumb\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage\",\"url\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg\",\"contentUrl\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/sarasinandpartners.com\/ie\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Six minute strategy &#8211; Bubble watch\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#website\",\"url\":\"https:\/\/sarasinandpartners.com\/ie\/\",\"name\":\"Sarasin &amp; Partners Ireland\",\"description\":\"Sarasin &amp; Partners\",\"publisher\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sarasinandpartners.com\/ie\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#organization\",\"name\":\"Sarasin &amp; Partners Ireland\",\"url\":\"https:\/\/sarasinandpartners.com\/ie\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg\",\"contentUrl\":\"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg\",\"width\":532,\"height\":197,\"caption\":\"Sarasin &amp; Partners Ireland\"},\"image\":{\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/sarasinpartners\",\"https:\/\/www.linkedin.com\/company\/sarasin-&amp;amp;-partners\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7\",\"name\":\"Guy Monson\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland","description":"Join Guy Monson on 'bubble watch' as he examines the surge of the S&P 500 driven by just 10 stocks and the role generative AI appears to be playing...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/","og_locale":"en_GB","og_type":"article","og_title":"Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland","og_description":"Join Guy Monson on 'bubble watch' as he examines the surge of the S&P 500 driven by just 10 stocks and the role generative AI appears to be playing...","og_url":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/","og_site_name":"Sarasin &amp; Partners Ireland","article_published_time":"2023-06-23T13:42:32+00:00","article_modified_time":"2023-07-05T13:37:29+00:00","author":"Guy Monson","twitter_card":"summary_large_image","twitter_creator":"@sarasinpartners","twitter_site":"@sarasinpartners","twitter_misc":{"Written by":"Guy Monson","Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#article","isPartOf":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/"},"author":{"name":"Guy Monson","@id":"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7"},"headline":"Six minute strategy &#8211; Bubble watch","datePublished":"2023-06-23T13:42:32+00:00","dateModified":"2023-07-05T13:37:29+00:00","mainEntityOfPage":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/"},"wordCount":91,"publisher":{"@id":"https:\/\/sarasinandpartners.com\/ie\/#organization"},"image":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage"},"thumbnailUrl":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg","articleSection":["Markets","Videos"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/","url":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/","name":"Six minute strategy - Bubble watch - Sarasin &amp; Partners Ireland","isPartOf":{"@id":"https:\/\/sarasinandpartners.com\/ie\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage"},"image":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage"},"thumbnailUrl":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg","datePublished":"2023-06-23T13:42:32+00:00","dateModified":"2023-07-05T13:37:29+00:00","description":"Join Guy Monson on 'bubble watch' as he examines the surge of the S&P 500 driven by just 10 stocks and the role generative AI appears to be playing...","breadcrumb":{"@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#primaryimage","url":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg","contentUrl":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2023\/06\/Web_Image_220623.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-bubble-watch\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/sarasinandpartners.com\/ie\/"},{"@type":"ListItem","position":2,"name":"Six minute strategy &#8211; Bubble watch"}]},{"@type":"WebSite","@id":"https:\/\/sarasinandpartners.com\/ie\/#website","url":"https:\/\/sarasinandpartners.com\/ie\/","name":"Sarasin &amp; Partners Ireland","description":"Sarasin &amp; Partners","publisher":{"@id":"https:\/\/sarasinandpartners.com\/ie\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sarasinandpartners.com\/ie\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/sarasinandpartners.com\/ie\/#organization","name":"Sarasin &amp; Partners Ireland","url":"https:\/\/sarasinandpartners.com\/ie\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/logo\/image\/","url":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg","contentUrl":"https:\/\/sarasinandpartners.com\/ie\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg","width":532,"height":197,"caption":"Sarasin &amp; Partners Ireland"},"image":{"@id":"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/sarasinpartners","https:\/\/www.linkedin.com\/company\/sarasin-&amp;amp;-partners"]},{"@type":"Person","@id":"https:\/\/sarasinandpartners.com\/ie\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7","name":"Guy Monson"}]}},"_links":{"self":[{"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/posts\/28608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/comments?post=28608"}],"version-history":[{"count":0,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/posts\/28608\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/media?parent=28608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/categories?post=28608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/tags?post=28608"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/ie\/wp-json\/wp\/v2\/coauthors?post=28608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}