Insights

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.

Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to

Emerging markets (EM) are highly inefficient. Complicated governance structures, evolving macroeconomics and immature institutions

Ashmore’s latest Market Commentary examines how EM debt and equities have behaved during past US easing cycles, and what the recent 25bps Fed cut could mean for investors.

A seismic shift is underway in global capital markets. The extreme concentration in US assets, a phenomenon driven by fiscal policies that ballooned the $US

Interest in alternative asset classes is intensifying as advisers look to improve the return profiles of client portfolios in an increasingly challenging environment. The universe