Grin it and hedge it
The persistent rise in the value of risk assets leaves investors with a dilemma: on the one hand, many valuation…
08/10/25
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Insights 1758
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Article
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Article
Divergence calls for diversification: Asias investors look to Europe
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
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White paper
The case for listed environmental infrastructure
Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…
06/10/25
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Article
Moving beyond artificial ingredients: reformulating the US food industry
The prospect of tighter regulations on harmful food additives in the US supports opportunities for natural ingredient companies, write Co-Portfolio…
06/10/25
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Video
Why invest in an ETF rather than a single stock?
What are the advantages of investing in an exchange-traded fund rather than just buying stocks? ETFs offer investors diversification, spreading…
02/10/25
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Article
The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
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Podcast
Talking Heads Full steam ahead for US small caps
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Investors have reassessed the effects of the Trump tariffs on…
02/10/25
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Article
Spread of AI tech continues to drive spending and opportunities
Artificial intelligence is seeping into one sector after another, developing capabilities exceeding those of humans. What does this mean for…
29/09/25
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Graph
Graph of the Week European earnings growth is expected to rebound sharply
Earnings growth rates for European equities have suffered in the year to date from low oil prices and the impact…
26/09/25
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Article
Weekly Market Update Riding the Fed wave
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25