In this edition of Investment Perspectives, Matt Brennan, Head of Asset Allocation, explores the record-breaking SpaceX IPO and why not all IPOs soar to such heights.
We consider how emerging EMEA markets can help advisers broaden their portfolio diversification. And turning to AI and its intensive resource use, we look at what companies and investors should consider int terms of decarbonisation planning.
In addition, we feature a May market review and third-party contributions on the changing US market, find value in India, and why monthly rebalancing can be an adviser’s competitive edge.
Global investment market review: May 2026
In May, the MSCI ACWI Index, a representative measure of global equities across developed and emerging markets, added 6% in...
Emerging EMEA: the overlooked diversifier?
Global equity investing has become increasingly concentrated in recent years, with the strength of US markets – particularly large-cap technology...
Watch this Space: An IPO for the ages?
In the wake of the SpaceX IPO (initial public offering) in June – the biggest in history – Matt Brennan,...
AI energy and resource use
As AI drives up electricity demand, companies and investors face tough questions: are net zero plans adapting to the reality...
Beneath the surface, the US market is changing
Royce Investment Partners: Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market...
Why monthly rebalancing is your competitive edge
Here's a question for your practice: how often are your clients' portfolios being realigned? If the answer is ‘quarterly’ or...
India’s quality, at a discount
Avinash Vazirani and Colin Croft set out why their approach to finding reasonably priced stocks has important lessons for active...
Contributors
