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

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

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

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

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

Subscriber loyalty isn’t just a buzzword—it’s a strategic moat. Aubrey Capital Management dives deep into how Netflix and Spotify have...