As geopolitical tensions rise and instability in the Middle East persists, small-cap equities have shown notable resilience. So-called “domestic champions”—companies with dominant positions in their domestic markets—are benefiting from deglobalisation and …

Systematic investment strategies are benefiting from the growing “everyday” use of AI, particularly large language models such as ChatGPT. Partly for this reason, these strategies can now more easily find their way into the wealth segment, observed Adam …

EY Luxembourg has appointed Jelena Tomić as partner in its assurance practice and Daniela Hockelmann as partner in its tax practice. Both appointments take effect at the end of April. Tomić joins the financial accounting advisory services team, bringing …

Proxy advisers are facing mounting political pressure in the US, even as demand for their services grows elsewhere. For Glass Lewis, one of the two dominant global proxy advisory firms alongside ISS, that divergence is reshaping both its strategy and its …

AI is quietly reshaping the cost base of the US economy by replacing labour and making processes more efficient. In services in particular, this is reducing unit labour costs and easing inflationary pressures. The bond market, however, has yet to fully …

Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower cycles and contained economies, are struggling to govern the complexity they now face. That failure, argues economist Jeannette von Wolfersdorff, is already …

There was a time when software companies could rely on growth rates and compelling narratives about scalable business models. Revenue was paramount, profit an afterthought. A decade ago, investors routinely paid six to ten times annual recurring revenue …

If history is any guide, the artificial intelligence boom will not be those who build the technology, but those who deploy it. That is the view of Kevin Khang, head of global economic research at Vanguard. He argues that today’s market narrative risks …

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the slightest interest in the financial markets. Extremely negative stories, stories about the issues of the day, or stories with sensational headlines tend to …

Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved. Deutsche Bank …

Domestic champions support small caps in a deglobalising world

‘AI adoption of gives boost to quant investing’

Transfers: EY Luxembourg, Net-Zero Asset Owners, Julius Baer

Glass Lewis navigates US backlash with global push

AI dampens inflation, markets underestimate impact on rates

Markets are pricing a world that may no longer exist

Some software stocks find upside in AI

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

Chart of the week: J-curve or U-turn

Investors return to beaten-down software stocks