‘In this note we assess various structural arguments to support the case for a multi-year period of European equity outperformance. These include valuations, allocations, capital flows, treasury and central bank policy, AI, private equity and the Russo-Ukrainian war.’ Link: Ten reasons we expect Europe to continue outperforming the US in 2026 | Lightman Investment Management
‘As concerns about the value of the AI-heavy US stock market mount, there are plenty of exciting areas where investors can diversify. Head of discretionary and global financial institutions Sam Collett rounds up our inaugural Investor Morning.’ Link: Actively seeking diversification in a frothy market | Rathbones
‘Bond markets: what indications for the end of 2025 and the entry into 2026? …The Webinar Il Punto sui Mercati was held together with Diletta Nencioni, Alberto Biscaro, CFA and Filippo Moroni, dedicated to the analysis of the dynamics that are characterizing this final phase of the year: still divergent monetary policies, inflation that is … Continued
Congratulations! ‘The ‘R Awards’ recognise the funds and fund houses that stand out as best-in-class within their peer group. The winners are selected through a data-driven process combined with a qualitative expert-led review.’
From two of the founders of Landseer AM (Paul Graham and Roger Guy) an Introduction to Landseer Asset Management.
Somnath Mukherjee, CFA, FRM, CIO & Senior Managing Partner, at ASK Private Wealth, shares his perspective in Mint on India’s equity markets. ASK India – The India Story Needs To Regain Its Charm
‘Emerging markets have been hit hard by the latest wave of U.S. tariffs, with Chinese goods facing levies of up to 35% and India and Brazil up to 50%. In Investing.com, MCP’s Portfolio Manager Carlos Hardenberg, argues that despite the current wave of global protectionism and escalating trade tariffs, emerging markets continue to offer compelling … Continued
Sandip Bansal, Deputy CIO at ASK Investment Managers, shares his outlook with Mint on the near-term challenges and long-term resilience of Indian equities. Link: Expert view: Indian stock markets may remain choppy in the short term, says ASK Investment’s deputy CIO | Stock Market News
‘After years of undervaluation, many EM currencies are re-rating against the USD this year, such as the Brazilian real which is up ~10% YTD. In our latest blog post, we outline where opportunities lie, the scope for further upside in EM currencies, and how we manage the risks.’ Link:https://mcp-em.com/en/news-insights/847