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Why has corporate earnings growth become so concentrated?

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group...

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Dominating the Weight-Loss Market: Eli Lilly and Novo Nordisk

US-based Eli Lilly and Denmark’s Novo Nordisk dominate the fast-growing global market for weight-loss drugs. The World Health Organisation estimates...

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Debt – investment implications of higher borrowing levels

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support...

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How can global investors benefit from demographic change?

Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age....

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Disruptive innovation – Unequal growth in a changing world

Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...

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Deglobalisation – What does it mean for international share markets?

Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...

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Why Axiom believes Nvidia’s growth defies bubble concerns

Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...

Pengana Capital Group