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Investors head back to EM as US tech capex bill mounts

Investors head back to EM as US tech capex bill mounts

US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.

Darcy Song

June 02, 2026

China tech rivalry is ‘existential’ for the US – and diversification

Lachlan Maddock

June 02, 2026

Rethinking portfolio construction at the human-AI nexus

Darcy Song

April 09, 2026

Investors boost inflation-hedging amid geopolitical conflicts; eye tactical shifts

Darcy Song

April 08, 2026

The China-plus-one ‘reality check’ investors need

Lachlan Maddock

April 03, 2026

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The need for urgent action on climate

Nigel Topping who was appointed by the UK Government as the High Level Climate Action Champion for United Nations climate talks, COP26 joins Fiona Reynolds, chief executive of the PRI, in conversation with Amanda White, editor of Top1000funds.com This episode focuses on climate change and how, amongst and despite, the short-term focus of this COVID-19 crisis, we can mobilise government, business and investors into action around this important issue of climate change.

Amanda White

July 23, 2020

Building better retirement systems

The global COVID-19 pandemic has highlighted the need for better risk management tools to handle longevity and ageing. This paper by Wharton's Olivia Mitchell, offers an assessment of the status quo prior the coronavirus; evaluates how retirement systems are faring in the wake of the shock; examines insurance and financial market products that may render retirement systems more resilient for the world’s ageing population; and looks at the potential role for policymakers.

Olivia Mitchell

July 21, 2020

Embrace a systems framework

COVID-19 has revealed some fundamental design flaws in our global economy, including the relentless pursuit of economic growth - not only at the expense of the environment but also at the expense of people. The investment industry has a role to play in fixing these design flaws. A systems framework for investing could be the answer.

Marisa Hall

July 16, 2020

Building back better

For the economic recovery from the COVID-19 crisis to be durable and resilient, a return to ‘business as usual’ and environmentally destructive investment patterns and activities must be avoided. To avoid this, economic recovery packages should be designed to “build back better”.

OECD

July 15, 2020

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