A magnificent opportunity outside Silicon Valley? ‘AI needs chips, memory, cloud networks and platforms to function. Five tech giants control that infrastructure in emerging markets (EM) and beyond. Yet they’re trading at a fraction of Mag7 valuations. Head of Global EM Equities Tim Love explains why he believes Samsung, TSMC, Alibaba, Reliance and Tencent (START) … Continued

Lightman Investment Management won Boutique Manager of the Year 2026 at the Investment Week Fund Manager of the Year Awards. Congratulations from everyone at Hyde Park Investment!

‘George Heber Joseph, CIO and CEO, Equity, ASK Investment Managers, in a moneycontrol.com feature, shares ASK’s view on navigating the current market through a quality led lens. He explains why large caps remain the preferred allocation at this stage, while selective opportunities are opening up in parts of the broader market.’ Link:ASK CIO on Investing … Continued

In our latest note, we outline reasons for caution in certain parts of the equity market, look at possible geopolitical scenarios and give an update on portfolio strategy. — We believe investors should be prepared for the risk of a US-led bear market, given valuations and allocations that we show are similar to 1929 — … Continued

‘After several years of underperformance relative to large caps, U.S. Small Caps appear to be entering a new phase. In our latest white paper, we share our perspective on why we believe the current market environment may be increasingly supportive of active management in U.S. Small Caps, particularly amid elevated volatility, wider valuation dispersion and … Continued

‘🎙️ In the latest Titan Square Mile ‘Behind The Screens’ podcast James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, discusses how he applies a long‑term quality‑growth approach in today’s volatile global markets. 𝐊𝐞𝐲 𝐭𝐨𝐩𝐢𝐜𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: 🔹 The qualities James seeks in resilient, long‑duration growth businesses and how ideas are challenged through a broad … Continued