Mag10 on the horizon, following SpaceX IPO

From

Investors cannot afford to ignore artificial intelligence (AI), as the market capitalisation of the top global companies is set to leap to new highs – with upcoming IPOs from SpaceX,... Read more continue reading

Markets overreacting to AI fears in software sector

From

Schroders says fears around artificial intelligence (AI) disrupting software businesses have been overblown, with private equity investors taking a far more selective and measured approach than public markets. Claire Smith,... Read more continue reading

The old map is outdated: Are investors stuck in the past on emerging markets?

From

The market’s view that emerging markets are still defined by the vulnerabilities of the past is increasingly at odds with the breadth of long-term value opportunities available across the asset... Read more continue reading

Questionable optics for Fed Chair Warsh

New Chair Kevin Warsh’s ability to guide the Federal Reserve will depend upon the market’s belief he is not beholden to President Trump. Taking the oath in a White House... Read more continue reading

Mega IPOs and institutional portfolio risk: managing concentration before listings

From

Key takeaways Mega IPOs could quickly turn private market gains into concentrated public equity exposure. Passive index inclusion may increase exposure institutional investors already hold privately. Overlay strategies can help... Read more continue reading

Narrowing market leadership raises challenges for active equity managers

From

Global equity markets are becoming increasingly concentrated, with benchmark performance being driven by a smaller group of stocks, sectors and countries. This dynamic is creating new challenges for investors, particularly... Read more continue reading

Brookfield Brings Global Evergreen Infrastructure Strategy to the Australian Wealth Market

From

Brookfield has launched its Brookfield Infrastructure Income Fund (AUD) (the “Fund”) for wholesale investors in Australia’s private wealth market, with demand expected to be strong from the advised and self-managed... Read more continue reading

CPD: Trend following in uncertain times

From

Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend... Read more continue reading

Schroders says AI boom creating opportunities far beyond mega-cap tech

From

Global equity markets remain supported by strong corporate earnings despite elevated valuations, geopolitical uncertainty and concerns around AI-driven market concentration, according to Lukas Kamblevicius, Schroders QEP Global Core Fund portfolio manager.... Read more continue reading

Infrastructure stands out as capital rotates away from concentrated equity markets

From

In a market increasingly dominated by a small group of AI-linked companies, investors are actively looking for diversification, and infrastructure is one of the few sectors areas delivering it. Infrastructure... Read more continue reading