RE: Toffee trifle tuesday18 Nov 2025 10:34
AEO cracking results and talk of adding in a final divi.
My pf pretty much a sea of red today. Even bond/debt instruments.
Most are beneficiaries of AI and the productivity gains will only be realised when it’s adopted at scale e.g insurers with front end call centres, research etc.
Other than that it’s not really linked to AI bubble - not even really risen with the ‘tide’ yet falls with it!
Thankfully there’s insane yields, for now at least, to fall back on!
Santa rally anyone!
Trek