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Showing 11 - 20 of 376 results for "bubble"

Three megatrends to watch in 2026

ELIZA BAVIN  |  MONDAY, 15 DEC 2025
... resilience than markets may have anticipated at the beginning of the year, and investors will be watching to see if an AI bubble forms or continues from strength to strength. "It's a bit like asking, 'how long is a piece of string?' How persistent ...

Record investment into AI forcing largest innovation buildout ever: BlackRock

MATTHEW WAI  |  THURSDAY, 4 DEC 2025
While BlackRock acknowledges that AI may become another bubble, the firm remains overweight in its current allocations. The 2026 Global Outlook Pushing Limits report outlined the mega forces moving into the new year, as it identifies that the AI buildout ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
Superannuation funds are more worried about the technology bubble than geopolitical risks for the first time in five years, a new institutional investor survey reveals. The 2026 Institutional Investor Outlook published by Natixis IM and CoreData found ...

The Big Short's Michael Burry shutters fund

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
Michael Burry, who reaped millions from the subprime mortgage crisis of 2007, has shuttered Scion Asset Management. Burry told investors in a note that "with a heavy heart, I will liquidate the funds and return capital but for a small audit/tax holdback ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... of her clients are worried about market and sequencing risk and are asking, 'Is the market overpriced or in a 'bubble?' or saying, 'Maybe we should wait for the market drop and then start investing'. "My response is that this is what ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... billion, while Blackstone paid US$10 billion for QTS. As Ghernati points out, the parallels between the GenAI boom and Dotcom bubble of the early 2000s are difficult to ignore. The demand for bandwidth at the time was so huge that providers went overboard ...

Institutional investors show signs uncertainty has peaked: State Street

ELIZA BAVIN  |  MONDAY, 11 AUG 2025
... allocations are near their highest levels in 25 years," Metcalfe said. "The only times they were higher were during the dot-com bubble and the GFC, serving as a caution that today's buoyant sentiment could be vulnerable to shocks." Despite numerous ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
... allocations to equities at the top of the market before every major market event, including the 1970 oil crisis, dot com bubble and the GFC. They also reduced their allocations at the bottom each time. "Buying and selling at the wrong times, the value ...

Allan Gray exposes 'hateful eight' bubble threat

ANDREW MCKEAN  |  FRIDAY, 30 MAY 2025
Allan Gray chief investment officer Simon Mawhinney has sounded the alarm that the Australian stock market is dangerously concentrated, with the 'Hateful Eight' companies - the big four banks, Macquarie, Wesfarmers, Goodman Group, and Aristocrat - racking ...

COVID 'masked' issues at core of productivity problem: PC

ELIZA BAVIN  |  THURSDAY, 29 MAY 2025
The COVID-19 pandemic led to a "productivity bubble", in which measured labour productivity rose to a record high between January 2020 and March 2022 before returning to pre-pandemic levels in June 2023, the Productivity Commission (PC) has revealed. ...