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An Atomic Future: Can the World Power the AI Revolution?

By EKArticles

An Atomic Future: Can the World Power the AI Revolution? Trojan Fund Europe Sian-Azilis Evans Investment Analyst of Troy Asset Management “Modern civilization is built on energy, and the more complex...

March 17, 2026

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Dollar Weakness, AI Valuations and Structural Inflation: What It Means for Markets

By EKArticles

Dollar Weakness, AI Valuations and Structural Inflation: What It Means for Markets Troy Investment Report n°87 Trojan Fund Europe Charlotte Yonge & Sebastian Lyon Portfolio Managers of Troy Multi Asset...

February 27, 2026

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Debasement Trade

By EKArticles

"Debasement Trade" Material or Overstatement? Flexible Low Risk Exposure Fund Giorgio Bertoli portfolio manager of Base Investments SICAV In recent weeks, the so-called “debasement trade” has gained popularity in the...

February 10, 2026

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Pricing Power: How quality Japanese equities will rise above tariff turmoil

By EKArticles

Pricing Power: How quality Japanese equities will rise above tariff turmoil Chikara Japan Income & Growth Theo Wyld portfolio manager of the Chikara Japan Income & Growth Fund When it...

October 15, 2025

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India Tariff Tensions: A Potential Reform Opportunity

By EKArticles

Tariff tensions accelerate India’s reform story Chikara Indian Subcontinent Fund Andy Draycott portfolio manager of the Chikara Indian Subcontinent Fund A long-term geopolitical reshuffle is highlighting the role of India...

October 6, 2025

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CLOs are no longer exotic

By EKArticles

CLOs are no longer exotic Why are family offices and institutional investors turning to CLOs in today’s market? In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs...

June 25, 2025

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How India’s Growth Is Defying the Global Economic Slowdown

By EKArticles

How India’s Growth Is Defying the Global Economic Slowdown The UN expects global growth to slow to 2.3% this year as trade tensions and geopolitical risks weigh heavy. Apparently, though,...

June 16, 2025

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How Trump’s Trade Tariffs Could Boost India Manufacturing Growth

By EKArticles

How Trump’s Trade Tariffs Could Boost India Manufacturing Growth What will Trump’s US trade tariffs mean for India manufacturing? Itʼs the question giving emerging markets investors sleepless nights right...

April 1, 2025

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The water crisis in India: Challenges and investment opportunities

By EKArticles

The water crisis in India: Challenges and investment opportunities Water Crisis in India: Challenges, Government Initiatives, and Sustainable Solutions The water crisis in India is alarming, as 17 out of 28 states...

February 19, 2025

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The 5 Trends Driving Japanese Stocks in 2025

By EKArticles

The views expressed below should not be taken as investment advice and do not base any final investment decision on this communication alone. The 5 Trends Driving Japanese Stocks in…

February 18, 2025

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Articles

An Atomic Future: Can the World Power the AI Revolution?

Dollar Weakness, AI Valuations and Structural Inflation: What It Means for Markets

Debasement Trade

Pricing Power: How quality Japanese equities will rise above tariff turmoil

India Tariff Tensions: A Potential Reform Opportunity

CLOs are no longer exotic

How India’s Growth Is Defying the Global Economic Slowdown

How Trump’s Trade Tariffs Could Boost India Manufacturing Growth

The water crisis in India: Challenges and investment opportunities

The 5 Trends Driving Japanese Stocks in 2025

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