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Latest Stories

Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and China power on

Mar 19 2025

MFS’ Robert Almeida unearths a simple, common sense equities investment focus when tariff risk is on the rise

Mar 14 2025


Economic forecasting is challenging, but understanding the capital cycle can help, suggests MFS’ Robert M. Almeida

Mar 10 2025

Sputnik Moment 2

China’s AI breakthrough already has made its mark across global financial markets, Federated Hermes’ James Cook reports

Feb 21 2025


Previous Stories

Three Important Insights From 2024

Jan 20 2025

Tim Murray, T. Rowe Price Capital Markets Strategist Multi-Asset Division, lines up three trends that might prove key for investors in 2025


Looking For Durable, Needle-Moving Growth In AI

Jan 13 2025

Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year


What Will A Second Trump Presidency Mean For Markets?

Dec 18 2024

Donald Trump’s 2024 presidential election victory already has had a profound impact on financial markets, with more in store


All On Board The Santa Rally!?

Nov 21 2024

If history can be our guide, equities should see strong gains into year-end, Pepperstone’s Chris Weston reports


Investing In The Era Of Hyper Change

Nov 06 2024

Interview: Nilesh Jasani, founder of the Geninnov Fund chatted with FNArena from Singapore about generative artificial intelligence, change and investing in innovation


Observations On The Impact Of The US Election

Nov 04 2024

While the election outcome isn’t likely to have a significant impact on private market operations and deal making overall, there may be a near-term pause around some deal making if the election is contested


China, What’s Next?

Oct 17 2024

Chinese authorities will have to do a whole lot more to fix their local economy, and share market, concludes XTB MENA’s Hani Abuagla


Why US Small And Mid-cap Stocks Shine In Presidential Election Years

Oct 16 2024

The health of the US economy trumps presidential politics, argues Federated Hermes’ Charlotte Daughtrey, with quality smaller cap companies to benefit most


Interview With Michael Howell, CrossBorder Capital

Oct 03 2024

Michael Howell, founder and managing director of CrossBorder Capital, chatted with FNArena from London about global liquidity, its impact on asset markets including equities, gold, bonds and commodities


Gen.Ai: Infrastructure Arms Race Powers Ahead

Sep 16 2024

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out



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