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BUBBLE News & Analysis

Are these two potential bubbles that investors should avoid?
Personal Finance
Are these two potential bubbles that investors should avoid?
The capital cycle teaches us that too much money chasing new investment opportunities leads to bad outcomes for investors. Is AI and private capital...
Mark LaMonica, CFA | 27 August 2024
Scepticism can be beneficial when navigating the capital cycle
Personal Finance
Scepticism can be beneficial when navigating the capital cycle
If we ignore history we are doomed to repeat it. Investors have been tripped up again and again by too much capital chasing seemingly attractive...
Mark LaMonica, CFA | 19 August 2024
One of the hottest shares on the ASX reports strong growth
Stocks
One of the hottest shares on the ASX reports strong growth
Should investors chase this growth story or are they overvalued after the surge in the shares.  
Shane Ponraj | 25 July 2024
3 ASX shares to avoid
Stocks
3 ASX shares to avoid
These shares have surged in price in the last year but are significantly overvalued according to our analysts. 
Morningstar | 25 June 2024
Is the bull market bubbly or maturing?
Markets
Is the bull market bubbly or maturing?
Investors love to see things in black and white, yet most are grey. One person’s market bubble can be another’s bull market.
James Gruber | 04 April 2024
How 2020 and 2021 were a virtual repeat of the dot-com bubble
Funds
How 2020 and 2021 were a virtual repeat of the dot-com bubble
In both the dot-com bubble and the pandemic boom, by the time most managers began buying the highflyers, their valuations were already through the...
Jack Shannon | 05 April 2023
Are lithium shares too good to be true?
Stocks
Are lithium shares too good to be true?
The widely accepted narrative about lithium has captured the attention of investors but it may be too late to make outsized profits.
Mark LaMonica, CFA | 29 January 2023
Markets are returning to normal. There is still a long way to go
Markets
Markets are returning to normal. There is still a long way to go
On interest rates, valuations and corporate margins we remain far from long-term average.
Mark LaMonica, CFA | 16 June 2022
Investors seek ‘bubble-proof’ stocks
Stocks
Investors seek ‘bubble-proof’ stocks
Healthcare stocks are among those tipped to weather any sell-off better than others, writes Nicki Bourlioufas.
Nicki Bourlioufas | 08 February 2021
Investing shouldn't feel like a trip to the casino
Stocks
Investing shouldn't feel like a trip to the casino
Don't put your savings on the line trying to guess what the herd will do next, as we saw with GameStop this week.
Sarah Newcomb, Ph.D | 28 January 2021