Amova Asset Management

Professional Investors
Global fixed income 2026: Dollar weakness, AI debt risks & green bond opportunities
Global fixed income 2026: Dollar weakness, AI debt risks & green bond opportunities
Global fixed income markets are facing a unique mix of challenges and opportunities.
Visit arrow right black
Professional Investors
Global equities in 2026: AI boom, quality growth & what's next
Global equities in 2026: AI boom, quality growth & what's next
Global equity markets are navigating a landscape shaped by a range of factors.
Visit arrow right black
Professional Investors
Will the AI boom continue into 2026?
Will the AI boom continue into 2026?
Global equities enter 2026 with AI‑driven growth, narrow leadership, and quality stocks poised for a...
Visit arrow right black
Professional Investors
Will 2026 be another year of divergence?
Will 2026 be another year of divergence?
Fixed income strategies will demand agility as global growth slows and opportunities emerge across regions....
Visit arrow right black
Professional Investors
Are Japanese equities set for another strong year?
Are Japanese equities set for another strong year?
Japanese companies head into 2026 buoyed by supportive political, economic, and policy conditions.
Visit arrow right black
Professional Investors
Exploring the capital-intensive turn in cloud infrastructure
Exploring the capital-intensive turn in cloud infrastructure
As hyperscalers chase AI dominance, investors must weigh growth potential against obsolescence risk....
Visit arrow right black
Professional Investors
Why the current yield environment favours sustainable bonds
Why the current yield environment favours sustainable bonds
How has sustainable fixed income become a core part of modern portfolios?
Visit arrow right black
Professional Investors
Mobilising cash: Japan's corporate wake-up call
Mobilising cash: Japan's corporate wake-up call
Japan’s corporate conservatism is colliding with a new age of shareholder activism.
Visit arrow right black
Professional Investors
Takaichi's victory sends Japanese stocks soaring
Takaichi's victory sends Japanese stocks soaring
Could the new LDP leader’s agenda mark a return to Abenomics?
Visit arrow right black
Professional Investors
Bank of Japan starts gradual policy shift
Bank of Japan starts gradual policy shift
Is the BOJ prioritising symbolism over rapid asset reduction?
Visit arrow right black
Professional Investors
What next? Fed faces tough trade-offs
What next? Fed faces tough trade-offs
How do rate cuts reflect the tension between the policymaker’s dual mandates?
Visit arrow right black
Professional Investors
Japanese equities outperform S&P with lower volatility
Japanese equities outperform S&P with lower volatility
TOPIX stocks offer growth potential and opportunities to strengthen portfolios.
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo