Emerging markets continue to evolve at remarkable speed — but finding the companies truly positioned for long‑term growth requires discipline, insight, and a deep understanding of structural change. This article explores how active stock selection, demographic trends, and the rise of digital ecosystems are reshaping opportunities across global emerging markets. It’s a thoughtful look at why quality, profitability, and strong management matter more than ever when identifying t

Artificial intelligence (AI) supply chains and infrastructure have entered the chat on securities financing as investors and authorities scrutinize levels of investment required vs. expected returns. We hear from Tom Dalrymple, investment analyst at Aubrey Capital Management, about the signals he’s keeping an eye on. Read the full article here: “Shadow borrowing” for AI infrastructure grows amid mixed signals – Finadium

The scale and speed of investment flowing into AI continues to accelerate, but this latest analysis raises an important question: can OpenAI realistically keep pace with more than $1tn in long‑term commitments across cloud, chips and infrastructure? As the industry races ahead, the sustainability of these massive partnerships with Microsoft, Oracle and Broadcom will shape not only OpenAI’s future, but the broader AI ecosystem. A timely reminder that innovation isn’t just abo

Mapfre AM is entering a new chapter with the appointment of Jorge Colomer as CEO, succeeding Álvaro Anguita after more than three decades of leadership. With deep experience across asset management and a strong ESG background, Colomer steps in at a pivotal moment as the firm expands its global footprint and strengthens its sustainable investment strategy. A notable development for one of Europe’s major asset managers and the wider responsible‑investment landscape. Read the de

Helpmore has just launched a new Trust Index spotlighting small, high‑impact charities across South Africa , a move designed to help donors feel confident that their contributions are reaching transparent, accountable organisations. The initiative shines a light on grassroots groups doing vital work in their communities and invites the public to recommend charities they know and trust. It’s an inspiring step toward strengthening visibility, credibility, and support for the ma

Mapfre takes a decisive step in its global evolution with a renewed identity that strengthens its sense of closeness, coherence, and international projection. The redesign modernises its iconic clover, enhances its visual presence, and reflects years of active transformation across all its markets. A compelling reference for anyone interested in brand management and change processes within major organisations. Read more here: Mapfre renueva su identidad global tras años de tr

OpenAI has been at the centre of the AI boom, but new analysis suggests the foundations of that trillion‑dollar ecosystem may be showing early signs of strain. From rising infrastructure costs to slowing user monetisation and ripple effects across the semiconductor supply chain, the latest insights from Aubrey Capital Management raise important questions about what comes next for the industry. If you’re following the future of AI, investment cycles, or the sustainability of c

Anna MacDonald brings a clear-eyed, market-focused perspective to the Spring Statement, highlighting how the chancellor’s cautious tone and muted growth forecasts land with investors. Her comments cut through the political framing to assess what the numbers really signal for the UK economy, inflation trajectory, and business confidence. By grounding her analysis in both macroeconomic realities and the practical concerns of companies and consumers, she offers a measured counte

Ranmore Global Equity manager explains why he’s ditching the US and highlights three UK value stocks worth considering. Read more here: ‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore - Investors' Chronicle

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