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 structural...

Pleased to share that Rob Brewis’s insights on the impact of U.S. tariffs have been featured in CNBC’s latest coverage of the automotive sector. Read more here: Volkswagen, Stellantis: Autos fall on Trump’s Greenland tariff threat More below: https://www.cnbc.com/2026/01/19/trump-tariffs-autos-greenland-volkswagen-stellantis.html https://www.msn.com/en-us/money/markets/auto-giant-shares-tumble-on-trump-s-tariff-threat-over-greenland/ar-AA1Uu3aM?apiversion=v2&domshim=1&noservercache=1&noserver...

Exciting developments in European real estate continue to reshape Madrid’s innovation corridor. MAPFRE Inmuebles has just added the iconic Ombú Building to its €3.2 billion portfolio—strengthening its commitment to sustainable, strategically located assets in one of the city’s fastest‑growing tech and creative hubs. This acquisition underscores how thoughtfully redeveloped spaces, like this Norman Foster–designed landmark, are redefining the future of work and urban regeneration. Read more...