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International Equities

How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

Article | 15 Jun 2026

AI, GLP-1 drugs and de-globalisation are redefining growth, value and quality, creating new winners and losers across markets and reshaping investment opportunities.
International Equities

The Buy Signal – Opportunity is greatest when sentiment is dislocated

Article | 20 Apr 2026

Markets may be nearing a turning point as sentiment remains cautious, price action stabilises, fundamentals stay resilient, and light positioning supports recovery via renewed capital engagement.
International Equities

The Middle East – Navigating the Geopolitical Fog

Article | 10 Mar 2026

Middle East tensions have shaken markets, but history suggests geopolitical shocks fade. This article explores regional resilience, GCC stability, and investment opportunities created by market volatility.
International Equities

The Case for International Equities: Broadening Beyond a US- Led Market

Article | 03 Mar 2026

Market leadership is broadening beyond a narrow U.S.-led regime. Rising dispersion and regional divergence are reshaping opportunities and increasing the value of selectivity.

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