Michael Stewart, Amundi ETF & Indexing, talks about ETF synthetic replication, what investors should consider when choosing a replication type and where it could make sense to add swap-based ETFs in a portfolio in the current environment.
Emerging equity markets have more than resisted two back-to-back shocks — a trade-war and an energy crisis — that legacy frameworks would have flagged as existential. Their persistent outperformance is not a paradox: it underlines how this universe has...
The SPARX Japan Focus All Cap strategy is a high-conviction, quality-driven approach to Japanese equities, supported by strong research capabilities and local expertise. It highlights opportunities from Japan’s improving corporate landscape, alongside...
Explore how Future Minerals is positioned to support energy transition. Uncover the critical minerals enabling electrification, AI and renewable infrastructure and the long‑term investment opportunities created by rising demand and constrained supply....
Following the consensus is often not the best way to navigate bond markets, argues David Ennett. Investors need an active, flexible fixed-income strategy that seeks opportunity where returns are emerging, not where the herd is already gathered
At Funds to Watch, Mirabaud Asset Management delivers a powerful case for European small- and mid-caps (SMID) as a high-potential market brimming with innovation and value. Discover why now is the perfect time to refocus on SMID.
Baillie Gifford says AI can support research, but human insight and strong relationships with company leaders remain essential to its investment edge. The team is focused on long-term structural themes like energy transition and healthcare innovation...
Explore how GPMF is strategically positioned to harness the evolution of private markets. Uncover the trends, innovations, and investment advantages driving new possibilities for investors in a rapidly changing landscape.