Finding the next Labubu

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What’s driving growth in the global toy industry? Not kids.The kidult economy is no longer fringe, it’s franchisable, brandable, and increasingly investable, according to Travis Prentice, CIO and portfolio manager... Read more continue reading

ECP favours TSMC over Nvidia and Intel as chip war accelerates

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As Nvidia hits fresh record highs based on strong sales of its advanced computer chips, Annabelle Miller, principle, investments at ECP Asset Management, says Taiwan Semiconductor Manufacturing Company (TSMC) is... Read more continue reading

Amundi publishes 2024 Green Bonds Impact Report evaluating the positive impact of its green bond strategies

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Amundi, the leading European asset manager[1], announced the publication of its 2024 Green Bond Impact Report that evaluates the environmental impact  of Amundi’s flagship green bond strategies (Amundi Responsible Investing Impact Green... Read more continue reading

Optimism at the edges: the future of monetary policy across the globe

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Franklin Templeton Fixed Income economists weigh in on the future of monetary policy across the globe The findings are listed below covering the US, Europe, Japan economic outlook and outlook... Read more continue reading

Small cap stocks have ground to make up as momentum builds

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A shift to small cap companies might be underway yet these companies are still trading at a substantial discount to larger companies, suggesting potential upside for investors, according to Prime... Read more continue reading

Fidelity International highlights how tariffs are reshaping Asia’s economies

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As global trade dynamics continue to evolve, the impact of US tariffs on Asia’s economies has become increasingly significant. With shifting supply chains, emerging trade alliances, and growing pressure on... Read more continue reading

How US equities and US fixed income performed with a resumption of Fed easing

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With more Fed rate cuts seen as a strong possibility heading into year-end, Franklin Templeton Institute explores how stock and bond markets have historically performed during the resumption of Fed... Read more continue reading

As time runs out for bank hybrids, it’s time to look for alternatives

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Despite a final phase out date of 2032, a number of large bank hybrids have already matured, which means investors need to start looking for alternative investments sooner rather than... Read more continue reading

Will a focus on short term results benefit long term performance?

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Much is being made of the fact that the vast majority of active fund managers are underweight Commonwealth Bank of Australia (CBA). Its strong performance in recent years has led... Read more continue reading

“Flying cars”, investment fantasy or the next big thing?

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We could be approaching a new era of transport. But will they take off and bring with them a new generation of investment opportunities or are they destined to remain... Read more continue reading