Déjà vu: Parallels between the dotcom era and the AI surge
Comparing previous tech booms and bust cycles with today’s AI surge highlights some notable patterns. Historically, undervalued stocks with low…
16/04/26
Articles from Carmine De Franco
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Getting the best out of the quality factor in European equities
Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De…
12/11/25
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Is Quality out of fashion in European equity markets?
In recent years, ‘Quality’ stocks — those with robust balance sheets, conservative debt, and high returns on equity — have…
21/10/25
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Valuations expansion in the US equity market: A century-old perspective
The US equity market posted exceptional returns over the decade that ended in 2024. However, a large proportion of the…
02/05/25
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Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues…
11/03/25
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Performance of investment style factors when US rates are falling
Understanding how macroeconomic changes, including shifts in monetary policy, affect investment strategies is crucial when making investment decisions. This Investment Update by Carmine…
15/01/25