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GQG's David Jenkins reveals AI capex risks, and explains why earnings are finally returning to gravity.

In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the...

In this article, we discuss the investment case for a large scale global fund manager currently trading on attractive valuation metrics.

In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark...