Few believed that 100 days into the Trump presidency, the US would emerge as the epicentre of upheaval for global trade. The impact financially is that US indices have underperformed ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager Anshu Sharma outlines the playbook for when ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak discusses the Artificial Intelligence ... Read More

Markets have been roiled by the whip-saw policy changes of the US president. These abrupt shifts are not necessarily bad – they provide important pricing opportunities for the portfolios managed by ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson breaks down the DeepSeek model ... Read More

Source: AFP, Donald Trump with Larry Elison (Oracle), Masayoshi Son (SoftBank) and Sam Altman (OpenAI) An analysis of events in the weeks leading up to the inauguration, and the days following ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak outlies the year behind ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, Investment Analyst Tom Keir runs explains Eli Lilly’s advantage ... Read More

On 15th November, Chief Investment Officer Alex Pollak spoke at the Sohn Hearts and Minds event in Adelaide. The event is dedicated to funding medical research to which Hearts & Minds ... Read More

JOSHUA PEACH, JONATHAN SHAPIRO AND DANIEL ARBON Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas ... Read More

We first saw pictures like these almost ten years ago, produced by Nvidia, the second largest company in the world today. They are not a special effect, but rather a real ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, Chief Investment Officer Alex Pollak summaries the companies that ... Read More