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

Duration, not rate levels, is the real threat to investors

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As markets absorb the consequences of a federal budget handed down against a backdrop of persistent inflation, Melbourne-based fund manager Datt Capital says investors are asking the wrong question about... Read more continue reading

ClearBridge sees non-U.S. equities as an attractive opportunity

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As investors digest implications of a higher US consumer price index reading and a historic summit between US President Donald Trump and Chinese President Xi Jinping, ClearBridge Investments says investors needn’t... Read more continue reading

Weekly economic and market update – week ending 8 May, 2026

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Investment markets and key developments Global share markets rose strongly over the last week led by US shares on the back of renewed hopes for a peace deal with Iran... Read more continue reading