The recent tech correction is forcing a rethink in how investors approach Emerging Markets. This insightful piece by Mark Martyrossian explores whether the pullback in AI‑related infrastructure and memory chip stocks signals a temporary pause or a deeper shift in sentiment. With AI capex still accelerating, China’s rapidly evolving ecosystem reshaping supply dynamics, and India showing early signs of renewed inflows, the article offers a sharp look at where opportunities — an

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

Corporate excess is back in the spotlight — and this piece by Sean Peche, Portfolio Manager, is a sharp reminder of just how far some US CEOs have drifted from any sense of restraint. In “The Greed of US CEOs Is Astonishing,” Peche breaks down the widening gap between executive pay and real‑world performance, exposing how boardrooms justify eye‑watering compensation even when companies are “reviewing strategic options” or struggling to deliver value for shareholders. It’s a t

Executive pay in the US continues to raise serious questions about governance, accountability and fairness. This thought‑provoking piece from Institutional Asset Manager highlights Sean Peche’s analysis of how CEO compensation has reached astonishing levels — and why investors should pay close attention to the incentives driving corporate leadership. A timely reminder that understanding pay structures is essential to understanding long‑term value. Read the full article here:

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

KEY FINDINGS INCLUDE • Emerging Markets continue to benefit from powerful structural growth drivers, including favourable demographics, urbanisation, rising incomes and the rapid expansion of the middle class, creating significant long-term growth opportunities. • The recent dominance of AI-related technology stocks has increased concentration in Emerging Markets indices, particularly in Taiwan and South Korea, strengthening the case for active management. •

Ismael Garcia Puente, CAIA, MFIA, CESGA, Director Adjunto de Estrategia de Inversión en MAPFRE Asset Management, quoted across a number of high-profile international publications, including Reuters, Investing.com and ZoneBourse, alongside further syndication across European financial media outlets. Read more here: Europe seen on the rise with the prospect of a US-Iran deal (updated) | Reuters And more here: ZoneBourse – Europe seen higher on prospects of a US-Iran agreement M

30th April 2026, London, Ranmore Fund Management Ltd (“Ranmore”), has announced that it is partnering with the England Hockey League (EHL) Premier Division Finals 2026, the showpiece conclusion to England’s elite domestic club hockey season. Taking place on Saturday 2 May and Sunday 3 May at Surbiton Hockey Club over the UK Bank Holiday weekend, the EHL Premier Division Finals will see the top four Women’s and Open/Men’s teams compete for national honours, with the best tea

Great to see local sport thriving. Surbiton is set to host the England Hockey Finals this June, bringing top‑level competition and a real boost to the community. As supporters of grassroots and high‑performance sport, Ranmore Fund Management, always value initiatives that strengthen participation and inspire the next generation. A positive moment for the region — and for UK hockey. Read more here: Surbiton to host England Hockey Finals Additional coverage: Hockey World News:.