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AI and clean energy investing are starting a new, exciting time that feels like the ‘Roaring Twenties 2.0’. A guide about smart ways to invest, how the market can change, and good options for the future
11:05 AM
Quarterly market review from Ninety One’s Developed Market Credit team
Aug 07 2025
The AI productivity revolution is already underway, but investors who focus on capturing the investment potential solely through tech companies and infrastructure providers may miss the bigger opportunity.
Jul 31 2025
Surging Antimicrobial resistance is expected to cost US$3bn to US$4bn over the next decade and lower GDP of low-and middle-income countries, Federated Hermes warns
Jul 23 2025
Previous Stories
Investing In AI & Growth; A Personal Experience
Jul 07 2025
A personal experience about picking winners in today’s emerging megatrends
Managing Risks, Finding Opportunities In Fixed Income
Jun 30 2025
MFS Investment Management’s Pilar Gomez-Bravo believes heightened uncertainty and volatility are opening up opportunities in fixed income markets
China: Uncovering Opportunities Amid Tariff Truce
Jun 30 2025
Wenli Zheng, Portfolio Manager at T. Rowe Price sees undervalued investment opportunities in China with significant potential for investors
Crude Oil: Nothing Good Happens Below US$65
Jun 05 2025
Are crude oil bulls set to be disappointed?
The Answer Is ‘No’
Jun 05 2025
The question: Has Moody’s downgrade of the US credit rating impacted money market funds?
Moody’s Sends Investors A Reminder
May 26 2025
2025 could mark the beginning of a new regime where fundamentals drive market performance, not policymakers, argues MFS strategist Robert M. Almeida
What Do Markets Need to Stabilize?
Apr 08 2025
Risky asset indices have suffered heavy losses, with most equity markets around the globe down by about 10% or more since 2 April. MFS assesses what might follow next
Will Trump Fuel US Industrial Acceleration?
Mar 31 2025
T. Rowe Price sees longer term opportunity in US President Trump’s reshoring policy
The GenAI Arms Race Is Just Getting Started
Mar 19 2025
Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on
A Simple Way To Think About Tariffs
Mar 14 2025
MFS’ Robert Almeida unearths a simple, common sense equities investment focus when tariff risk is on the rise
