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.
Behind the Wheel: Driving Your Portfolio
What does Formula 1 racing have in common with investing? More than you might think. While most people focus on the car crossing the finish line first, success in F1 depends on dozens of moving parts working together behind the scenes. Investing works much the same way. Markets are shaped by countless interconnected forces, from economic data and interest rates to sector leadership and investor behaviour. This week, I explore why building wealth is less about finding the fastest stock and more about navigating the twists and turns of the market with discipline and patience as you work toward your own financial finish line.
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.