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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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Emerging Market Debt Indicator – April 2026
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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The real risk isn't bitcoin volatility, it's underexposure
The real risk isn't bitcoin volatility, it's underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile...
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Investing in an age of AI disruption
Investing in an age of AI disruption
Is it too soon to identify the winners and losers in the AI revolution?
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Private companies outlook: growth beyond buyout and venture
Private companies outlook: growth beyond buyout and venture
Why growth may offer a more promising path as buyout and venture face tougher returns.
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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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Discover US opportunities amid the uncertainty
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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Fixed income balancing act
Fixed income balancing act
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate...
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What will the estate planning landscape look like beyond 2027?
What will the estate planning landscape look like beyond 2027?
“Tax treatment is subject to change.” Over the next few years, that disclaimer is going to be doing a...
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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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Professional Investors
Oil, Iran and global supply chains: Why duration matters for markets
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock.
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