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Nikkei rally driven by tech sentiment
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Can value stocks offer resilience to AI disruption?
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes...
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Why true active management matters more than ever
Why true active management matters more than ever
Stuart Dunbar explains that active management remains essential to long-term value creation in listed...
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Energy self-sufficiency in the age of shocks
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from war zones, but electrification...
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Why equity benchmarking matters in multi-asset portfolios
Why equity benchmarking matters in multi-asset portfolios
Why take a global approach to benchmarking?
Professional Investors
How AI is reshaping US equity markets
Signs of transformation are emerging in US equity markets amid a torrent of AI-related spending.
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Europe's new quality growth opportunities
Europe's new quality growth opportunities
As Europe shifts from an economy of ideas to one of tangible assets, opportunities are emerging across...
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How did Brexit change UK equities?
How did Brexit change UK equities?
Ten years have passed since the EU referendum - what lies ahead for the next decade?
Professional Investors
Petrobras to Korean banks: EM value ideas
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning investors.
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Contemporary alchemy
Contemporary alchemy
What metals are showing their mettle?
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The big potential in mid and small caps
The big potential in mid and small caps
Global mid- and small-cap stocks offer investors a rich but often overlooked source of diversification...
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