The biggest stories from the world of investment and asset management this week
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...
Record US debt is fuelling questions about the dollar’s future. We examine why dollar dominance has endured, what could weaken it, and how investors can think about risks and diversification.
The biggest stories from the world of investment and asset management this week
Adil Mirza outlines the role liquid alternatives can play in seeking to deliver differentiated return drivers through flexible, high conviction, unconstrained credit strategies
Antipodes’ Global Value strategy targets mispriced opportunities created by structural and cyclical change, using deep, industry-led research. Its diversified, pragmatic approach aims to deliver strong risk-adjusted returns while helping investors reduce...
AI has the potential to boost productivity like past general purpose technologies. We explore how adoption and diffusion may shape outcomes across regions—and what this could mean for long term economic growth.
A volatile geopolitical environment and valuation risks pose a challenge to equity market investors today. Against an uncertain backdrop, global equity income portfolio manager Tristan Purcell highlights the benefits of anchoring on sustainable dividends, resilient earnings and valuation discipline to navigate what comes next.
The biggest stories from the world of investment and asset management this week