Are investors underestimating the AI memory boom, and have battered bond markets finally created opportunities for income seekers? David Stevenson weighs the case for DRAM stocks and Cordiant Digital Infrastructure, before looking at attractive yields in UK bonds and the different ways investors can gain exposure to a potential revival in silver. In this month’s

In this month’s funds article, David Stevenson goes bubble hunting, asking whether we should worry more about deflation than inflation, and go full-on contrarian, digging into Chinese technology ETFs. Is there an earnings Bubble? Be under no illusions; what we’re seeing at the moment in the equity markets is no bubble, in the classic sense