Franklin Templeton eyes the next five years of energy opportunity

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As AI transforms industries, its massive energy appetite is straining existing infrastructure. Innovative solutions are needed to meet growing demands, driving investments in new energy sources and intelligent grid systems... Read more continue reading

CPD: Artificial Intelligence – five themes for 2025/26

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Commentary about artificial intelligence (AI) has been overtaken by headlines dominated by Trump, tariffs and trade. However, this does not reflect a slowing in the pace of AI; to the... Read more continue reading

Sustainable equities outlook: AI’s transformative role in an evolving global economy

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Janus Henderson Investors Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges. In... Read more continue reading

Diversification and liquidity key as markets test investor discipline

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In an environment marked by persistent geopolitical uncertainty, Escala Partners investment advisor and partner Ed Brooke has underscored the importance of preserving liquidity and ensuring portfolios remain nimble enough to... Read more continue reading

The future is on sale with emerging market equities

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Investors are yet to fully take advantage of the opportunities emerging market equities can bring to portfolios. Market conditions are suitable, and valuations are compelling, according to Navin Hingorani, portfolio... Read more continue reading

The wisdom of earnings: Why EAFE’s past holds lessons for its future

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Knowledge is a process of piling up facts; wisdom is the ability to simplify those facts. Take the old adage about the tomato: Knowledge is knowing it’s a fruit; wisdom... Read more continue reading

Active vs passive? The real story is about strategy, diversification and private markets

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The long-standing “active versus passive” debate is losing relevance as investors confront market concentration, heightened volatility, and the need for more strategic portfolio construction, according to Richard Oldfield, group CEO... Read more continue reading

Europe’s economic future: A stable base in a volatile world

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Europe’s economic prospects look lacklustre amid structural challenges, but institutional progress, better policy coordination, and stronger political cohesion provide a stable backdrop for investors. With steady interest rates and a... Read more continue reading

E-commerce hits its limit as physical retail make a comeback

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Once seen as unstoppable, e-commerce may be hitting its limit with physical retail real estate making a quiet comeback, says Chris Bedingfield, portfolio manager at Quay Global Investors. “During and... Read more continue reading

US labour shortages a bigger threat to markets than tariffs 

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Structural labour shortages in the US pose a more persistent risk to inflation, corporate earnings and market stability than tariffs, Chad Padowitz, co-chief investment officer at Talaria Capital says. While... Read more continue reading