Are investors swimming in the right water?
How much exposure to the US is too much?
Who's quietly profiting from the AI boom?
Under-the-radar firms are gaining ground and redefining the AI landscape....
Active ownership in action
What are the benefits of taking an active approach to equity ownership?...
Redefining diversification in a concentrated market
In today’s environment of concentrated markets, persistent inflation, and...
Redefining diversification in a concentrated market
In today’s environment of concentrated markets, persistent inflation, and...
Why the 60/40 portfolio no longer fits the bill
Is the traditional 60/40 portfolio still fit for purpose in today’s market...
Building enduring value in an unpredictable market
In a world increasingly defined by stark extremes—growth vs. value, US...
Are expectations for growth stocks now a bit too high?
Seven tech giants now make up nearly 35% of the S&P 500’s market cap—up...
Can our ageing energy grid offer new investment opportunities?
Why are lesser-known energy companies critical to the future of the global...
Why you should focus on fundamentals not election noise
With half the world facing elections this year, are investors being distracted...
Are global equity markets shifting in our favour?
Global equity markets are experiencing a shift that could create favourable...
Which banks managed to outperform during SVB crisis?
In a year that has seen a banking crisis on one side and a wave of artificial...
