The recent tech correction is forcing a rethink in how investors approach Emerging Markets. This insightful piece by Mark Martyrossian explores whether the pullback in AI‑related infrastructure and memory chip stocks signals a temporary pause or a deeper shift in sentiment. With AI capex still accelerating, China’s rapidly evolving ecosystem reshaping supply dynamics, and India showing early signs of renewed inflows, the article offers a sharp look at where opportunities — an

We at Fortuna, recently facilitated an in‑depth conversation between Andrew Lapping and Jules Rimmer at MarketWatch, part of the Dow Jones/Wall Street Journal family. Andrew discussed the principles behind Ranmore’s disciplined investment approach and the factors contributing to its impressive long‑term results. You can read the full MarketWatch article here: This global equity fund boasts a 150% five-year return for investors, despite holding few U.S. stocks - MarketWatch Al

Corporate excess is back in the spotlight — and this piece by Sean Peche, Portfolio Manager, is a sharp reminder of just how far some US CEOs have drifted from any sense of restraint. In “The Greed of US CEOs Is Astonishing,” Peche breaks down the widening gap between executive pay and real‑world performance, exposing how boardrooms justify eye‑watering compensation even when companies are “reviewing strategic options” or struggling to deliver value for shareholders. It’s a t

Executive pay in the US continues to raise serious questions about governance, accountability and fairness. This thought‑provoking piece from Institutional Asset Manager highlights Sean Peche’s analysis of how CEO compensation has reached astonishing levels — and why investors should pay close attention to the incentives driving corporate leadership. A timely reminder that understanding pay structures is essential to understanding long‑term value. Read the full article here:

Global markets continue to move through a complex mix of optimism and caution, and it’s always valuable to hear from analysts who cut through the noise. Reuters recently featured insights from Ismael García Puente, Deputy Director of Investment Strategy at Mapfre, who shared his perspective on the current market environment and the factors shaping investor sentiment. A sharp, timely read for anyone following equity momentum, tech leadership, and broader macro trends. Read the

Investors are brilliant at spotting strong leaders and backing organisations with the potential to grow — yet many forget these same principles when they step into philanthropy. This insightful piece from The Armchair Trader challenges the habit of funding projects instead of people, and highlights why unrestricted support, trust in leadership, and investment in organisational capacity are essential for real social impact. A timely reminder that the best philanthropic outcome

Last week, Aubrey Capital Management and LarrainVial brought together leading voices in global investment to discuss how long‑term structural trends and shifting geopolitics are reshaping opportunities across emerging markets. The event — held at the historic Carpenters’ Hall in London and attended by more than 100 industry professionals — offered a fresh, multi‑angle look at growth drivers in Asia, Latin America, Africa and beyond. From demographic momentum and rising middle

KEY FINDINGS INCLUDE • Emerging Markets continue to benefit from powerful structural growth drivers, including favourable demographics, urbanisation, rising incomes and the rapid expansion of the middle class, creating significant long-term growth opportunities. • The recent dominance of AI-related technology stocks has increased concentration in Emerging Markets indices, particularly in Taiwan and South Korea, strengthening the case for active management. •

At a time when most philanthropic funding gravitates toward large, established organisations, this Impact Investor piece highlights the transformative work of The Fore — led by CEO Mary Rose Gunn — in backing grassroots innovators who are too often overlooked. It’s an inspiring look at how venture‑philanthropy and unrestricted funding can unlock high‑impact solutions from small charities with big potential. Read full article here: Finding needles: The venture philanthropy fun

A landmark IPO always raises big questions — and SpaceX is no exception. Reuters takes a closer look at what comes next for the newly listed space giant, from valuation pressures to Starlink’s growth path and the strategic challenges ahead. A thoughtful read featuring expert insights, including those of Ismael García Puente. Read more here: Wall Street ends higher as SpaceX's market debut dominates | Reuters More coverage below: Investor Daily https://www.investordaily.com.au