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

From

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

From

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

China’s next chapter – from doubt to dominance

From

“In recent years, many investors have asked whether China remains investible. Between the property downturn, regulatory tightening, and geopolitical frictions, global capital turned away from Chinese equities in favour of... Read more continue reading

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

From

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

Reflation on the cards for China following announcement of next five-year plan

From

The next five-year plan from the Chinese government is likely to move the country from deflation to reflation, according to portfolio manager of Man GLG Asia Opportunities Fund, Andrew Swan.... Read more continue reading

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

From

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

India Holds Firm Amidst Global Headwinds

From

The Indian equity market came under pressure in 2025 amidst a domestic growth slowdown and adverse US policy actions. Both consumption and capital investment showed signs of fatigue after two... Read more continue reading

Hybrids: sell or wait until the APRA deadline? Should investors in bank hybrids hold or sell?

From

There has not really been that much value in the listed hybrid market, suggests Jonathan Sheridan, Director at FIIG Securities, the Fixed Income Division of AUSIEX. “If you think that... Read more continue reading

2026 – some worries but mostly wonderful

From

As the global economy balances optimism and risk, Ten Cap is approaching 2026 with confidence, noting underlying fragility remains due to lingering tariff concerns and rising imbalances as a result... Read more continue reading

Investing for the future: The key shifts shaping 2026

From

The structural tailwinds driving returns in the past are giving way to new headwinds, and investors should prepare for a more complex investment landscape in 2026 and beyond, according to... Read more continue reading