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Weekly Update for the week ending August 21, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

AI is capable of far more than answering questions in a chatbot. It can analyse financial information, understand images, create content, solve complex problems, and increasingly take actions on our behalf. In Part 5 of The AI Revolution, we explore what these capabilities look like in the real world – from AI-assisted investment research to cybersecurity systems that can detect and respond to threats – and why these capabilities could create enormous economic value.

Weekly Update for the week ending August 7, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.

In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.

Weekly Update for the week ending July 17, 2026

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Why Interest Rates Impact Some Stocks More Than Others
After better-than-expected inflation reports helped push markets higher, technology stocks led the charge while more defensive sectors lagged. The difference comes down to a key investing concept: some stocks are far more sensitive to changes in interest rate expectations than others.

In this week’s update, I explain why growth stocks like Nvidia often react differently than dividend-paying companies like utilities, and how Fed policy influences investor behaviour.

Weekly Update for the week ending June 5, 2026

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The AI Trade Reignites

The AI rally is back. After months of investor concerns over soaring spending and uncertain returns, strong earnings and accelerating demand have pushed artificial intelligence stocks back into the driver’s seat. This week, I take a closer look at what’s fueling the resurgence and why AI has once again become one of the market’s biggest stories.

Weekly Update for the week ending May 15, 2026

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One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.