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16 September 2025 • By Elfreda Jonker, Client Portfolio Manager Alphinity Investment Management • 1 min read
There are five powerful themes reshaping the investment landscape and driving corporate performance, creating winners and losers across global markets...
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As emerging markets navigate deglobalisation, tariffs and regional conflicts, they are pivoting towards domestic drivers of growth and intra-regional ...
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The infrastructure fundraising environment last year has been characterised by a continuation of the shift in capital allocation dynamics that saw a c...
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AI is expected to play a greater role in coming years in helping super funds to gain deeper insights into complex investments such as those in private...
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As the AI theme continues to unfold, investors need to understand AI’s promise and its ability to upend myriad business models, industries and econo...
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The months following President Donald Trump’s tariff announcements highlight the constant evolution of the global economy and financial markets. ...
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The global credit market is being quietly but fundamentally repriced. There are signs that the long, comfortable era in which the US dollar’s res...
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Emerging markets as an asset class have been accessible for over two decades, yet misconceptions surrounding them continue to deter some investors. ...
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The recent spikes in market volatility have reignited discussion about how to navigate the unknowable. However, the focus should be on how to build a ...
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Shifting market dynamics are challenging traditional investment strategies – driving the need for real diversification in investors’ portfolios. ...
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