The latest analysis from Aubrey Capital Management highlights a compelling shift underway in emerging markets: a potential consumer boom driven by improving real incomes and easing inflationary pressures. After a challenging 2025 for core consumer sectors, the outlook for 2026 appears far more dynamic, with rising purchasing power set to revitalise demand across areas such as consumer staples, real estate, healthcare, and discretionary spending. As Aubrey notes, the long‑term

Pleased to share that Rob Brewis’s insights on the impact of U.S. tariffs have been featured in CNBC’s latest coverage of the automotive sector. Read more here: Volkswagen, Stellantis: Autos fall on Trump’s Greenland tariff threat More below: https://www.cnbc.com/2026/01/19/trump-tariffs-autos-greenland-volkswagen-stellantis.html https://www.msn.com/en-us/money/markets/auto-giant-shares-tumble-on-trump-s-tariff-threat-over-greenland/ar-AA1Uu3aM?apiversion=v2&domshim=1&noserve

Exciting developments in European real estate continue to reshape Madrid’s innovation corridor. MAPFRE Inmuebles has just added the iconic Ombú Building to its €3.2 billion portfolio—strengthening its commitment to sustainable, strategically located assets in one of the city’s fastest‑growing tech and creative hubs. This acquisition underscores how thoughtfully redeveloped spaces, like this Norman Foster–designed landmark, are redefining the future of work and urban regenerat

In investing, we often treat volatility as the enemy — but this article makes a compelling case that the real risk is our belief that we can predict  it. Markets will always move in unexpected ways, yet the illusion of certainty can lead to far more damaging decisions than volatility itself. A sharp reminder of why humility, discipline, and process matter more than forecasts. Well worth a read for anyone navigating today’s markets or guiding clients through uncertainty. The M

Value investing often feels out of favour in a market obsessed with momentum and short‑term narratives. That’s why I found this piece particularly refreshing. Ranmore’s Sean Peche uses a simple but powerful analogy — “buying garden furniture in winter”  — to explain why patience, discipline, and valuation still matter in today’s environment. For anyone interested in long‑term fundamentals, market cycles, or the psychology of investing, this is a thought‑provoking read worth y

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