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

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

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

In a year defined by political noise and shifting policy landscapes, this FT Adviser piece offers a refreshing reminder: long‑term opportunity doesn’t stop at national borders. Anna Macdonald reflects on global growth themes, the importance of looking beyond domestic politics, and why investors benefit from keeping their focus outward rather than inward. It’s a thoughtful perspective on navigating uncertainty while staying anchored to the bigger picture — a valuable read for