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Investment Weekly

Where are the anti-bubbles?
24 July 2026

    Chart of the week – Where are the anti-bubbles?

    Chart of the week – Where next for policy?

    Click the image to enlarge

    Many investors are worried about valuation bubbles. Depending on your perspective, these are either justified – based on supernormal profits and strong productivity – or are a red flag for low future returns. But if you’re worried, what do you do? We explore three obvious choices that investors should consider.

    Market Spotlight

    • Screen time

    Lens on..

    • Burnham versus the bond market
    • Beyond growth
    • Keep calm and carry on