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