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Big Short investor Michael Burry warns of an AI bubble
Profile Michael Burry rightly bet against the US mortgage market before the 2008 crisis. Now he is worried about the AI boom
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How to profit from defence stocks beyond Europe
Opinion Tom Bailey, head of research for the Future of Defence Indo-Pac ex-China UCITS ETF, picks three defence stocks where he'd put his money
Opinion -
The new frontiers of cybersecurity and how to invest
Matthew Partridge reviews the key trends in the cybersecurity sector and how to profit
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The looming copper crunch
Miners are not investing in new copper supply despite rising demand from electrification of the economy, says Cris Sholto Heaton
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No peace dividend in Trump's Russia-Ukraine peace plan
Opinion An end to fighting in Ukraine will hurt defence shares in the short term, but the boom is likely to continue given US isolationism, says Matthew Lynn
Opinion -
Will the internet break – and can we protect it?
The internet is a delicate global physical and digital network that can easily be paralysed. Why is that, and what can be done to bolster its defences?
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Why UK stocks are set to boom
Opinion Despite Labour, there is scope for UK stocks to make more gains in the years ahead, says Max King
Opinion -
What does the Budget mean for the UK stock market?
Stamp duty holidays were set against tax relief cuts in Rachel Reeves’s second Budget. We assess the new measures that could impact UK stocks.
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Canadian stocks for a new era of deglobalisation
Greg Eckel, portfolio manager at Canadian General Investments, selects three Canadian stocks
