In a market environment where investors are increasingly selective, this analysis offers a grounded look at the forces shaping today’s equity opportunities. It highlights where resilience is emerging, where caution is warranted, and how fundamentals are driving a more disciplined approach to portfolio positioning. A timely read for anyone navigating shifting valuations and searching for clarity amid uncertainty. Read more here: Our five-step guide to picking the best funds -

Mapfre and Manova have strengthened their European core real estate strategy with the acquisition of a Dublin office building, marking another vote of confidence in high‑quality, well‑located assets in Ireland’s capital. The deal highlights continued institutional interest in stable office markets, even as the sector adapts to evolving occupier needs. A useful read for anyone following European core funds, cross‑border investment flows, or the dynamics of Dublin’s office sect

In investing, we often treat volatility as the enemy — but this article makes a compelling case that the real risk is our belief that we can predict it. Markets will always move in unexpected ways, yet the illusion of certainty can lead to far more damaging decisions than volatility itself. A sharp reminder of why humility, discipline, and process matter more than forecasts. Well worth a read for anyone navigating today’s markets or guiding clients through uncertainty. The M

Value investing often feels out of favour in a market obsessed with momentum and short‑term narratives. That’s why I found this piece particularly refreshing. Ranmore’s Sean Peche uses a simple but powerful analogy — “buying garden furniture in winter” — to explain why patience, discipline, and valuation still matter in today’s environment. For anyone interested in long‑term fundamentals, market cycles, or the psychology of investing, this is a thought‑provoking read worth y

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

MÁLAGA, 13 th November 2025, The Group of Boutique Asset Managers (GBAM), a global network of senior executives from boutique asset management firms, has identified a decisive shift among global investor appetite away from ESG badging and towards a broader “resilience investing” framework during its autumn meeting in Málaga, Spain. Earlier this month, senior leaders from MAPFRE AM, Azvalor, SKAGEN Funds, Pareto Asset Management, Aubrey Capital Management, Fisch Asset Manage

The FT Adviser article argues that value investing is regaining relevance as global uncertainty, inflation, and shifting monetary policies push investors to reconsider fundamentals over growth hype. Read the full article here: Is value investing making a comeback? - FTAdviser

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

What makes an Article 9 fund truly sustainable? Alberto Matellán of La Financière Responsable explains how their impact-driven strategy...

This newly created position will see him coordinate the investment strategy of MAPFRE AM and its subsidiaries. García Puente has been...