Emerging markets often get defined by volatility — but as Rob Brewis argues in this Funds Europe piece, consistency remains one of the most powerful (and underrated) drivers of long‑term returns. From disciplined investment frameworks to the role of quality and cash‑generative businesses, Brewis offers a sharp, grounded perspective on what really endures across EM cycles. It’s a timely reminder that in markets full of noise, steady fundamentals still matter. A valuable read f

Consistency is often overlooked in emerging markets, yet it’s one of the strongest drivers of long‑term performance. In a landscape shaped by political cycles, shifting regulations and uneven growth, companies that deliver steady execution and disciplined strategy tend to stand out. This article offers a clear look at why consistency matters — not just for investors, but for anyone trying to understand how sustainable growth is built in fast‑evolving economies. A worthwhile r

Emerging markets can feel unpredictable, but this new piece from Wealth DFM highlights a powerful truth: consistency still wins over the long term. Aubrey Capital Management’s Rob Brewis breaks down why focusing on quality growth companies — those with strong returns, solid cash generation and steady earnings — remains a resilient framework even through shifting cycles. From India to China to smaller EM markets, the article shows how disciplined, fundamentals‑driven investing

Geopolitical crises can trigger dramatic headlines, but the data tells a far more reassuring story. As this analysis shows, markets have repeatedly absorbed shocks — from Covid to tariff disruptions to the recent Iran conflict — and those who stayed invested were consistently rewarded. The piece is a timely reminder that discipline, not panic, drives long‑term returns. Missing just a handful of the market’s strongest rebound days can significantly erode performance, especiall

AI isn’t just reshaping Silicon Valley — it’s quietly redefining the FTSE 100. Morningstar’s latest analysis reveals how some of the UK’s most established sectors — from banks and insurers to data‑driven giants like LSEG, RELX and Experian — may be surprise beneficiaries of the AI revolution. As investors look beyond the usual tech names, this piece offers a sharp look at why “HALO” stocks and even previously AI‑exposed companies could be poised for renewed strength. A worth

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

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

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

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