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AI is already creating measurable value in healthcare, but for investors the key question is which companies can translate it into sustainable long-term growth.
One Insight. One Perspective. Every Week.
One Insight. One Perspective. Every Week.
One Insight. One Perspective. Every Week.
One Insight. One Perspective. Every Week.
One Insight. One Perspective. Every Week.
Equity market as a retail playground backed by politicians and smart money
Valuation always matters, but its importance changes depending on the market environment.
The first half of 2026 was characterised by geopolitical tensions, trade policy uncertainty and rapidly shifting market sentiment, while a small number of large technology companies continued to dominate equity markets.
Global equity markets have continued their strong performance this year, supported by rising earnings expectations.
Looking at the new all-time highs across major equity benchmarks, especially in Asia, one might conclude that we are in the midst of a strong bull market and that the oil price shock remains negligible.
With oil supply chain fragility and multiple bottle-necks, the talks of sustainability are resuming in order to make businesses more resilient and free from fossil fuel dependence.
Rising uncertainty and a rapidly changing market environment have been the key drivers behind increasing volatility in individual stock prices.
Did someone open Pandora’s box in 2019? In recent years, we have witnessed an endless sequence of global black swan events, with little light at the end of the tunnel, suggesting that this “new normal” may be here to stay.
What a bumpy year! Tariffs, AI frenzy, military conflicts across the globe, and political interventions into business affairs created extreme uncertainty at every level.
A number of academic studies have examined what types of CEOs tend to deliver the strongest results.
Dividends have long been a core driver of wealth creation. Since 1926, they have contributed about 31% of the S&P 500’s total return on a monthly basis.
Momentum investing benefits from emotions, herd mentality and the rise of passive strategies. Combined with quality, this results in an approach that exploits opportunities and better cushions risks.
HQAM launches the “HQAM Global Quality Top 25 Fund” and expands its HQAM Quality Equity Fund offering.
Momentum investing benefits from emotions, herd mentality and the rise of passive strategies. Combined with quality, this results in an approach that exploits opportunities and better cushions risks.