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Liontrust Asset ManagementEquities
Liontrust Views: Autumn 2025 | Insights | Liontrust Asset Management PLC
Liontrust's Autumn 2025 magazine edition highlights the broad spread of investment returns across equity markets and asset classes in sterling terms during 2025, beyond the well-known AI-driven US equity rally. The issue…
19 Jun 2026
Liontrust Asset ManagementEquities
Team17 - Debbie Bestwick MBE | Insights | Liontrust Asset Management PLC
Liontrust fund manager Victoria Stevens interviews Debbie Bestwick MBE, co-founder and former CEO of indie games developer Team17, in this episode of the Stock Exchange podcast series. Bestwick discusses Team17's foundin…
18 Jun 2026
Liontrust Asset ManagementEquities
Fever-Tree - Tim Warrillow | Insights | Liontrust Asset Management PLC
Liontrust fund manager Victoria Stevens interviews Fever-Tree co-founder and CEO Tim Warrillow on the company's growth from a premium mixer concept to a global brand present in over 90 countries, including its new strate…
18 Jun 2026
Liontrust Asset ManagementEquities
Alpha Group - Morgan Tillbrook | Insights | Liontrust Asset Management PLC
Liontrust fund manager Victoria Stevens interviews Morgan Tillbrook, founder and former CEO of Alpha Group, on building the company from an FX risk management startup into a £1 billion+ alternative banking platform. Till…
18 Jun 2026
Eastspring InvestmentsEquities
Anchoring Value Investing | Eastspring Investments
Eastspring Investments argues that behavioural biases such as loss aversion and heuristic-driven herding create persistent mispricings in global emerging market equities that disciplined value investors can exploit for l…
18 Jun 2026
Eastspring InvestmentsEquities
A contrarian approach to A-share investing | Insights | Eastspring Investments
Eastspring Investments examines how retail-investor dominance in China's A-share market creates persistent behavioural biases - including lottery effects, availability heuristics, and herding - that active, value-oriente…
18 Jun 2026
Hotchkis & WileyEquities
H&W Portfolio Manager Hunter Doble Joined In The Nasdaq with Gregg Greenberg
Hotchkis & Wiley Portfolio Manager Hunter Doble appears on Investment News' "In the Nasdaq" with Gregg Greenberg to discuss the case for international and emerging market equities despite rising energy prices. The video…
17 Jun 2026
RathbonesEquities
Investment update video: Back of the net for stock markets | Rathbones
Rathbones' Head of Market Analysis John Wyn-Evans reviews why global equity indices remain near all-time highs in June 2026, citing US Q1 earnings growth of 26% (well above the ~12% forecast) and strong AI-driven semicon…
17 Jun 2026
Thornburg Investment ManagementEquities
A New Landscape for Global Equities: A Conversation with Miguel Oleaga - Thornburg Investment Management®
Thornburg portfolio manager Miguel Oleaga argues that a decade of U.S. mega-cap dominance is maturing, creating a dual opportunity in undervalued international markets benefiting from corporate governance reforms and in…
17 Jun 2026
Cohen & SteersEquities
Why active management matters in energy markets - Cohen & Steers
Cohen & Steers argues that the traditional binary approach to energy investing - either exclusively traditional or alternative energy - is flawed, and that an actively managed blended strategy (approximately 70% traditio…
17 Jun 2026
Man GroupEquities
SpaceX - To Infinity and Beyond? | Man Group
Man Group's Dan Taylor examines the SpaceX IPO - the largest in history - arguing its $2.7 trillion valuation reflects investor faith in Elon Musk rather than a genuine read-through for the broader AI sector. The piece a…
17 Jun 2026
GQG PartnersEquities
What in the World⁈
GQG Partners' weekly macro and markets newsletter covering three themes: the fading ROI case for AI as usage-based pricing replaces flat subscriptions, speculative excess in South Korean semiconductor stocks (SK Hynix le…
17 Jun 2026
Lombard OdierEquities
Does a wave of IPOs signal an equity peak? | Lombard Odier
Lombard Odier's CIO EMEA argues that the 2026 IPO wave - led by SpaceX, Anthropic, and OpenAI - does not signal an equity market peak, as issuance levels remain within historical norms and corporate buybacks should broad…
17 Jun 2026
Antipodes PartnersEquities
Webinar: Navigating a narrow market regime
Antipodes CIO Jacob Mitchell analyses the extreme concentration and return dispersion in global equities as of mid-2026, driven by AI-related capex excitement that has pushed hardware semiconductors to the 83rd valuation…
16 Jun 2026
First TrustEquities
Market Observations - S&P 500 Index Sector Prices vs. All-Time Highs
First Trust's Chief Market Strategist reviews the S&P 500's sector-level distance from all-time highs as of June 12, 2026, noting that 10 of 11 sectors are within 10% of their records, with Real Estate the sole laggard a…
16 Jun 2026
Ausbil Investment ManagementEquities
Signal in the noise: Structural tailwinds that are driving global growth
Ausbil assesses the structural investment environment shaped by deglobalisation, US reindustrialisation, AI-driven capex, and the 2026 Iran oil supply shock, maintaining a broadly constructive outlook on global and Austr…
15 Jun 2026
Royce Investment PartnersEquities
Can This Small-Cap Premier Holding Recapture the Sweet Smell of Success?
Royce Portfolio Manager Lauren Romeo presents the investment thesis for Interparfums (IPAR), a small-cap prestige fragrance company held in Royce Premier Fund, detailing its asset-light model, 35% long-term ROIC, and lic…
15 Jun 2026
Hotchkis & WileyEquities
H&W Funds June 2026 Special Capital Gain Estimates
Hotchkis & Wiley published estimated special capital gain distributions for its mutual funds as of June 2026, providing per-fund figures to help investors plan for tax obligations. The release is a standard fund administ…
15 Jun 2026
Brown AdvisoryEquities
The Great Benchmark Reset
Brown Advisory examines the unprecedented wave of benchmark methodology changes in 2026, including Russell's shift to semiannual reconstitution, new IPO fast-entry rules, and major style reclassifications that would make…
12 Jun 2026
Man GroupEquities
Something Has Got to Give (Eventually) | Man Group
Man Group examines the extreme dispersion AI is creating within the technology sector in H2 2026, highlighting how semiconductor stocks have driven ~two-thirds of S&P 500 year-to-date gains while software/SaaS faces a br…
12 Jun 2026
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