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Bubble warning: why Nvidia might be ‘too big to succeed’

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.
David Chaplin | 11th Sep 2023 | More
Research Affiliates on ‘the trade of the decade’

Factor manager Research Affiliates appears to be charging in where value managers are still nervous to tread, with a big call on the state of global markets and where the main opportunity lies – UK equities. Mike Aked, Research Affiliates’ director of research for Australia, said last week (March 17) that the firm had identified…
Greg Bright | 12th Apr 2021 | More