Financial markets

It probably is a bubble

Potential hotspots include a reformist new Fed chair, weak yen and high-stakes earnings season

The bank recommends investors to add energy infrastructure alongside technology as artificial intelligence power demand surges

When the crash comes, stabilising markets will be easy compared with reordering society for AI

Nearly half of institutions in the region plan to raise allocations over the next two years

A new model from Wall Street lets investors buy and exit private markets shares without waiting for an IPO

Capital is rotating into defensive, domestically oriented equities, including healthcare and consumer services

Strong earnings and solid balance sheets are no longer enough to command premium valuations

Advanced economy sovereign debt, once viewed as safe havens, is starting to look like a risk asset