Investment Insights - Page 114

China’s bid to break its deflationary cycle is unfolding slowly at home—but could speed change in global markets. China’s “anti-involution” policy to tackle deflation, announced in 2024, is still in its early

The trigger for that reversal was a fundamental mismatch between valuations and earnings. Investors paid up for both highly profitable technology companies and for those with dubious business models that had little

Today’s global economic and investment landscape is shaped by ongoing turbulence. From geopolitical tensions and economic fragmentation to technological disruption, ecological crises and rising inequality. These challenges are interconnected, creating a complex

Investing in tangible projects with measurable impact: that is what sets private markets apart. This approach is attracting an increasing number of investors to private debt and private equity, says Femke Bos,

Triodos Investment Management is confident about 2026 but warns against overly high expectations for companies investing billions in artificial intelligence. “In this sector in particular, share prices have become detached from the

2. Can AI-fueled growth compensate for underlying economic and labor market weakness?  Slowing consumer spending and a stagnant housing market have raised questions about the state of the US economy, while weakness

We believe the flexible solutions offered by active ETFs make them an effective vehicle for accessing a range of markets, including those where structural inefficiencies make robust risk management and security selection

AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies

AB’s Portfolio Manager – Global Multisector, Nick Sanders, recently visited Australia, where he answered some of the key questions we have been receiving from clients. Q: How would you describe the current

After a powerful run in recent years, many investors are wondering if they’ve missed the boat on gold. The metal has surged to repeated all-time highs in 2025, supported by persistent inflation worries,