Exclusives
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Sarasin & Partners on AI: history, investment, and the economic path ahead
Adam Hamilton, economist at Sarasin & Partners, outlines why AI is best understood as a gradual, general-purpose technology, with its early economic…
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Marlborough’s Humphreys brings an element of calm to the AI frenzy
In this analysis from Tim Humphreys, co-manager of the IFSL Marlborough Global Essential Infrastructure Fund, he highlights opportunities for diversification as well…
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Opinion | Portfolio Manager El-Araby on trimming exposure to precious metals
With recent strength in the prices of gold, silver and other precious metals, Adnan El-Araby, co-portfolio manager of Barings Emerging EMEA Opportunities…
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From AI euphoria to AI panic | Count Finance’s Laura Cornely comments on the sharp sell off in Wealth Management stocks
Artificial intelligence has fallen from hero to hazard in record time, says Laura Cornely, Director at Count Finance. After news of the…
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Moody’s: Unified frameworks foil financial crime faster
Fraud and money laundering are ever more intertwined as finance becomes increasingly digital amid the rise of online platforms and the integration…
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A reawakening for global listed real estate |Cohen & Steers’ Quirijns explores the potential regime shift
Analysis below is written for Wealth DFM by Rogier Quirijns, head of European real estate at Cohen & Steers After years of…
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Unlocking value in Europe: Why dedicated exposure matters in 2026
2025 was a reminder that Europe still matters (perhaps more than ever), as European equities rallied strongly in 2025. Tom Horsey, Equity…
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What China’s hidden gems tell us about global tech investing
Xin-Yao Ng, Co-Manager of Aberdeen Asia Focus plc highlights some of the ways in which China’s strength in technology is making its…
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Manager insight | Evenlode’s James Knoedler on why markets are mispricing data as AI adoption accelerates
As AI adoption accelerates, software and information services stocks have been hit recently, with investors panicking over the potential disruption of legal…
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Where we’re finding US value winners in 2026 outside of the IT sector
‘Our focus is on stock selection rather than favouring particular sectors’, says Daniel Johnson, Portfolio Manager of the River Road US Large…
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