Market volatility needs old-fashioned investing themes

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO…

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.