Emerging markets are stepping into 2026 with real momentum — and a sense that the next phase could be transformative. This Portfolio Adviser piece explores why last year’s strength may mark more than just a rebound, highlighting the structural shifts, policy dynamics and growth drivers now shaping the EM landscape. For investors watching inflection points , valuation resets , or long‑term global opportunities , it’s a timely and insightful read. EM outlook: Emerging markets a

The asset‑management landscape is shifting faster than many expected. From technological disruption to evolving client expectations, the industry is being reshaped by a wave of catalysts that demand fresh thinking and bold adaptation. This insightful piece explores how leaders like Aubrey’s Andrew Pinner are navigating these changes — and why the future of asset management will belong to those who embrace innovation rather than resist it. A worthwhile read for anyone interest

MAPFRE’s latest restructuring signals a bold acceleration toward a more integrated, client‑centric financial‑planning model in Spain. By reshaping its asset‑management unit and aligning investment capabilities more closely with advisory services, the group is positioning itself to meet a rapidly evolving set of client expectations. This move reflects a broader industry trend: traditional insurers transforming into full‑scale financial‑planning platforms, where technology, por

MAPFRE’s latest restructuring marks a decisive shift in how major players are redefining the future of asset management. By moving from a product factory  to a services‑driven  model and creating two new verticals—investment and asset allocation—the group is positioning itself to lead Spain’s growing financial‑planning market. With a new strategic development and innovation unit, the rollout of Aladdin, and an expanded discretionary portfolio management offering, MAPFRE is si

Japan’s market resurgence is capturing global attention. After decades of stagnation, the Nikkei has surged 28% in the past year, driven by corporate governance reforms, stronger fundamentals, and renewed investor confidence. As highlighted in The Edge Singapore , this revival is reshaping how international investors view Japan. Industry leaders such as Javier de Berenguer  and Eduardo García Castro of Mapfre  have noted how Japan’s transformation offers compelling opportunit

AI is driving markets, but investors are asking tougher questions about capital expenditure. In his latest piece for Professional Wealth Management , Tom Dalrymple, Gobal Equity Analyst of Aubrey Capital Management , explores the “capex conundrum”  facing hyperscalers like Microsoft, Alphabet, Meta, and Amazon. While cloud revenues and AI innovation continue to soar, the sheer scale of spending — projected to exceed $480bn in FY26  — is sparking debate about sustainability, f

MÁLAGA, 13 th November 2025, The Group of Boutique Asset Managers (GBAM), a global network of senior executives from boutique asset management firms, has identified a decisive shift among global investor appetite away from ESG badging and towards a broader “resilience investing” framework during its autumn meeting in Málaga, Spain. Earlier this month, senior leaders from MAPFRE AM, Azvalor, SKAGEN Funds, Pareto Asset Management, Aubrey Capital Management, Fisch Asset Manage

This article concludes that while U.S. stock market valuations are high, they are not yet at bubble levels. Strong fundamentals, especially in technology and AI-driven companies, justify much of the premium, though risks remain due to market concentration and speculative inflows. Read in full here: Is There A Bubble In The Stock Market Or Not?

India is highlighted as one of the best-managed large economies, with strong growth, low inflation, and promising sectoral opportunities. Read more here: Wachstumsmotor Indien | Intelligent Investors

The article explains that UK investors face a record-high tax burden following the 2025 Budget, but diversification, selective opportunities in equities and gilts, and a global outlook can help protect portfolios in this challenging environment. Read more here: How can UK investors navigate the higher tax landscape? - Professional Paraplanner