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News
South Korea’s concentrated equity market rally has reshaped opportunities for global value investors with the emergence of significantly asset-backed, deeply discounted small and mid-caps.
Climate change represents a growing physical and financial threat to real estate globally. In our ...
The Danish logistics group’s first Capital Markets Day since closing the Schenker acquisition was a ...
Accelerating demand and supply constraints make data centres one of the most attractive secular ...
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
As resilience grows in importance and the boundaries between real estate and infrastructure blur, ...
Strong start to 2026 for value and non-US equities disrupted by Iran war Middle East conflict sent ...
AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital ...
2025 marked eight straight calendar years of small caps underperforming large caps but there are ...
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is ...
Markets have entered the new year strongly as economic resilience, improving growth forecasts and ...
2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI ...