Thematic and Structural Investing
Foreign investors withdrew $6.2 billion from South Korean equities in August amid a broader regional rebalancing, choosing to rotate towards markets deemed less vulnerable…
Amid concerns over US market concentration, Asian equities, particularly in South Korea, Taiwan, and India,…
Industry experts anticipate a significant shift back to bundled payments for research and execution in…
As artificial intelligence demand accelerates, investors are increasingly prioritising a new economic layer of infrastructure,…
U.S. third-quarter GDP growth is now believed to be heavily influenced by AI-related investment, sparking…
A record-breaking wave of investment in AI and digital infrastructure in 2025 is prompting global…
Private equity firms are increasingly targeting long-term infrastructure projects in the Middle East, balancing strategic…
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