As investors move out of cyclical assets
Questions of a bubble mount
Focus on ‘picks and shovels’
'Broadening out' trade still stands
'Their personal brands have contributed to the premium valuations'
Due to US tech concentration
Dividend investing has gained prominence, and it’s essential to navigate this golden period effectively.
'Only time will tell how the AI revolution reshapes the market'
Up from £625m in Q4 2023