After years of quality investing being considered a ‘sleep-at-night’ fixture in portfolios, many traditional quality companies are experiencing a noticeable slowdown in growth. As the
After years of quality investing being considered a ‘sleep-at-night’ fixture in portfolios, many traditional quality companies are experiencing a noticeable slowdown in growth. As the
With inflation expectations and bond yields rising, investors are rightly revisiting the relationship between infrastructure valuations, inflation and interest rates. In this discussion, ATLAS discusses
Ashmore Emerging Market Equity Fund Co-Portfolio Manager Edward Evans provides an update on the key drivers shaping emerging markets, from AI and semiconductor investments to
Emerging market frontier debt has become an overlooked asset class for many investors, yet Ashmore argues it may offer a compelling combination of high income,
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets debt deserves consideration.
Enduring investment success is often built on discipline and consistency rather than short-term market decisions. This short paper from Davis Advisors outlines several timeless investing principles
AI remains at the forefront of investment conversations, drawing support from enthusiasts while prompting caution among sceptics. Mark Baribeau, Jennison’s Head of Global Equity, explores
Private credit has evolved into a mainstream portfolio component that offers advisers a powerful tool to enhance income, diversification, and resilience against low real yields
The AI revolution is set to transform the political, social, economic and investment landscape and businesses that adapt now are better positioned for the future.
The global growth equity universe spans a broad spectrum, from emerging disruptors to established compounders with resilient long-term potential.
Listed private equity offers investors an attractive opportunity to enhance portfolio diversification and invest in assets that provide additional sources of potential return
Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.
