We at Fortuna, recently facilitated an in‑depth conversation between Andrew Lapping and Jules Rimmer at MarketWatch, part of the Dow Jones/Wall Street Journal family. Andrew discussed the principles behind Ranmore’s disciplined investment approach and the factors contributing to its impressive long‑term results. You can read the full MarketWatch article here: This global equity fund boasts a 150% five-year return for investors, despite holding few U.S. stocks - MarketWatch Al

Global markets continue to move through a complex mix of optimism and caution, and it’s always valuable to hear from analysts who cut through the noise. Reuters recently featured insights from Ismael García Puente, Deputy Director of Investment Strategy at Mapfre, who shared his perspective on the current market environment and the factors shaping investor sentiment. A sharp, timely read for anyone following equity momentum, tech leadership, and broader macro trends. Read the

Last week, Aubrey Capital Management and LarrainVial brought together leading voices in global investment to discuss how long‑term structural trends and shifting geopolitics are reshaping opportunities across emerging markets. The event — held at the historic Carpenters’ Hall in London and attended by more than 100 industry professionals — offered a fresh, multi‑angle look at growth drivers in Asia, Latin America, Africa and beyond. From demographic momentum and rising middle

As the SpaceX IPO continues to spark global market debate, Crowdfund Insider brings together fintech and investment commentators to assess what this listing could mean for public markets, innovation, and investor appetite. Sean Peche, Portfolio Manager at Ranmore Fund Management, draws a parallel to purchasing Pfizer shares in April of 1998. Bloomberg indicates the total return would have been a negative 26% over 28 years. Read more here: Fintech Observers Comment On SpaceX I

Hidden gems aren’t always easy to spot — especially in a crowded fund universe. This new Interactive Investor analysis highlights eight under‑the‑radar funds that many investors may be overlooking, despite strong long‑term characteristics and differentiated strategies. We are continuing to see organic press coverage generated from both of Sean Peche’s recent podcast appearances with Interactive Investor and Investors’ Chronicle, and it’s great to see his insights contributi

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