RBA: it’s all about inflation…and the news ain’t looking great

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I’ve had a hard time convincing myself that the Reserve Bank of Australia (RBA) will raise the policy rate when it meets on February 10th. Markets appeared to share that... Read more continue reading

Responsible investing is growing up, not winding down

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Responsible investing is moving beyond what has been a challenging time as the sector adopts a more pragmatic position, according to Dugald Higgins, head of responsible investment & real assets... Read more continue reading

EOY update: Still time to ride the AI boom

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We are two to three years into a global AI boom, not a bubble, according to Munro Partners founding partner and chief investment officer, Nick Griffin. “When I hear the... Read more continue reading

Outlook: Five strategic investment themes to watch in 2026

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1. Don’t bet against the US One of the main questions on investors’ minds is whether the AI-driven U.S. equity surge has created a bubble. Additionally, tariffs and the corresponding rise... Read more continue reading

SG Hiscock tips critical minerals and gold to power small-cap outperformance in 2026

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Small-cap gold and critical mineral miners could benefit from a multi-year resources cycle, underpinned by rising artificial intelligence investment and energy transition needs, according to Rory Hunter, head of emerging... Read more continue reading

Markets look to end the year with momentum, but risks remain balanced

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After a year dominated by political noise, inflation surprises and shifting central bank signals, global markets are closing out 2025 on a strong note. Looking back to the previous quarter,... Read more continue reading

Emerging markets is not a sector that should be ignored by investors

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Emerging markets represent 84 per cent of the world’s population and make up 60 per cent of global GDP – and it is not a sector that should be ignored... Read more continue reading

Technology and AI challenge valuation beliefs for global equities investors

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Investors are navigating one of the most complicated times in recent market history as long-held beliefs about how value is determined and evaluated are called into question by the growth... Read more continue reading

Emerging market equities offer investors a powerful combination of income and growth

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Emerging markets (EM) offer a compelling blend of income and growth for investors, with an increasing number of EM companies now paying dividends comparable to those paid in developed markets... Read more continue reading

Four key themes for 2026: Productivity, valuations, the Fed and the US dollar

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A potential productivity surge, stretched valuations, the prospect of Fed easing, and the trajectory of the US dollar are the four critical themes that will shape global markets in 2026,... Read more continue reading