Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being ascribed to stocks that have never made a dollar, in the hope they’ll become like Amazon one day. Think loss making stocks being priced on huge multiples of revenue implying that strong growth will continue for many many years in an otherwise low growth market. There is indeed a growing growth bubble in the ‘bubble in everything’.
An alternative investment is an investment product other than traditional investments such as stocks, bonds or cash.
In this episode, we speak to Matthew Walker from Dynamic Asset about Dynamic Asset Allocation, Goals Based Investing and the Association of Goals Based Advice.
The recent equity market rally in response to dovish FED language again highlights how dependent equity markets are on government stimulus and sugar hits.
Many of the world's leading investors will tell you that nothing is more critical to long-term investment success than a clear investment philosophy.
