Most investors either ignore emerging markets or hand their money to active managers who underperform. Academic research points to a better approach: factor investing in emerging markets, targeting the company characteristics that have persistently driven higher returns.
Bubble warnings spiked in late 2025, then faded — but AI stock valuations haven't budged. New research analysing over 5,000 crashes reveals why that's significant: at genuine peaks, warnings are rare and sceptics are ignored. Widespread concern may actually signal safety.
Robin Powell
Jan 2710 min read
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