Hidden GEMs: Resilience and divergence: emerging markets are forging ahead in a new era for investors

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Conflict-related commodity market disruption is just the latest in a series of shocks testing policymakers and unsettling investors. Yet a familiar pattern is playing out in markets. Grant Webster, Co-Head... Read more continue reading

Global smaller companies: When everyone owns the same names, what next?

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Key takeaways Market returns have been dominated by a narrow group of large-cap stocks, increasing concentration and limiting diversification. As market leadership broadens in a period of greater geopolitical uncertainty,... Read more continue reading

Opportunities in European small caps abound – but the right approach is crucial

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A volatile start to 2026 has masked some solid fundamentals in European markets, but the valuation gap that exists between European small caps relative to both history and their large cap peers makes them an attractive... Read more continue reading

An AI report card through lens of Nvidia earnings

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Artificial intelligence (AI) has been the undeniable driver of global equity markets over the past few years, and the numbers associated with it  – capital expenditure, revenue growth, market capitalisations... Read more continue reading

Mega-cap IPOs will test the return to public markets

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The initial public offering (IPO) window is reopening in the US, but the more important story is the scale of the private companies preparing to enter public markets. SpaceX could... Read more continue reading

Investor demand for absolute return soars amid equity market volatility

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Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the role of fixed income in portfolios, moving beyond diversification to a more active source of... Read more continue reading

Infrastructure’s role broadens as structural growth themes take hold

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Infrastructure is increasingly being reassessed by investors as its role expands beyond a traditional defensive allocation. While income and diversification remain central, long‑term structural trends are positioning infrastructure as a... Read more continue reading

Which parts of private markets are holding up amid geopolitical and economic uncertainty

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bfinance, the award-winning specialist investment consultancy, has published its Q1 2026 Manager Intelligence and Market Trends Report, providing comprehensive insights into investor activity across all major asset classes during the... Read more continue reading

Strong outlook for small caps in current inefficient market

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Current market gyrations are generating market inefficiencies that create opportunities for excess investment returns, particularly in the small caps market, says Michael Lovett, Chief Executive Officer of Bell Asset Management.... Read more continue reading

Escala says country-level insight is becoming critical to sophisticated global portfolios

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Escala, an Australian private wealth investment and advisory firm, working with high-net-worth individuals and families, family offices and not-for-profit organisations, says investors need to place greater emphasis on understanding the... Read more continue reading