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…
Block, the payments giant behind Square and Cash App, announces the largest-ever fintech layoffs, cutting…
Bank of America’s latest research reveals a significant rotation into non-US equities, driven by a…
PitchBook’s new VC Emerging Opportunities study employs a data-first approach, integrating machine learning and macroeconomic…
The ongoing Russia-Ukraine war has transformed from a regional conflict into a persistent force reshaping…
Bank of America’s 2026 outlook highlights an ‘M&A super cycle’, sustained AI investment, and geopolitical…
As market volatility persists, European listings are increasingly favouring companies tied to traditional sectors like…
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