As the loudest voices spruik another stellar 15 per cent year for the sharemarket, it is well worth considering – and preparing for – what could go wrong.
Markets start the year punch-drunk on artificial intelligence. Equity investors, bond investors, private markets, public markets – everyone’s expecting to make a motza from this never-before-seen spending boom.
The capital investment, spending, profits, productivity potential – mostly in the hands of a small handful of technology giants – has the bulls charging out of the gates even harder than last year or the year before it, and is tilting the market conversation one way.
Source: https://www.afr.com/chanticleer/equity-investors-could-not-be-more-optimistic-and-it-is-terrifying-20260104-p5nrjd