Latest Insights
AI boom, bubble or bust?
Some aspects of today’s environment rhyme with past episodes but important differences do stand out.
Debunking three myths of passive investing
Three common myths about passive investing, illustrated through CBA’s dominance and recent surge.
Can the rally in Chinese stocks continue?
Making the case for Chinese equities has not been easy for some time.
Investing in AI - beyond the Magnificent 7
The investment opportunity set is now broader than the Mag 7.
How are US corporates performing this earnings season?
The health of US corporate earnings has never been more important.
Navigating an evolving threat landscape
Cybersecurity companies stand to be a beneficiary in a world mired by rising geopolitical uncertainty.
Why this asset class could be the next big growth engine for your portfolio
EM companies possess unique tailwinds and can play a key role in a diversified portfolio.
The case for emerging markets
EM companies possess unique tailwinds and can play a key role in a diversified portfolio.
Beyond the Magnificent 7: Exploring opportunities in Asia tech
Asian tech offers investors diversification from US markets while tapping into the wider AI opportunity.