Top 10 Investment trends

It took just 2 months for ChatGPT to reach 100 million users. We’re gonna need more chips. But where are they going to come from?

Ways to reduce portfolio CO2 footprints; alleviate societal challenges and needs; and earn long-term inflation-linked income streams.

Deglobalisation will affect stock valuations. There are many interrelated dynamics at play that represent a powerful reaction on geo-political realities.

CLO Equity performance has surprised investors in the aftermath of every crisis going back to 2022. Is this crisis different for CLO Equity?

Whilst traditional emerging market equity investors remain focused Asia and South America, the more experienced manager selectors are watching MENA.

Student Housing Investing has grown in popularity with institutional investors. But investing in Purpose Built Student Housing is very different to CRE.

High yield bonds or private credit? Investors are comparing the benefits and disadvantages of each for the current changing market environment.

U.S. small caps are trading at discounts to U.S. large caps not seen in decades. The rebound may come quicker and earlier than investors realise.

Institutional Investors have done the new math. The private credit and private equity managers they will be using going forward is changing.