Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
Insights
Responsible investing doesn't mean having to forego performance. Join Hamish Chamberlayne, Head of Global Sustainable Equities, as he discusses striking the balance between building a portfolio of companies that positively contribute to society, whilst generating attractive returns. Hamish will also provide a portfolio update and some stand out names to look out for in 2025.
Join Josh Cummings, Portfolio Manager for the Global Research Growth Fund, as he talks U.S election results and implications for investors, consumer stocks to watch and the 2025 outlook for the Fund.
With gold at all time highs in September, the time to consider resources is now. Join Portfolio Manager for the Global Natural Resources Fund, Daniel Sullivan, as he highlights some top names to watch out for in the resources sector and gives his outlook for the remainder of 2024 and beyond.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
This aerospace firm supports the case for why fundamental research matters in investing.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Strong performance from Japanese larger companies is setting the scene for small and mid-cap stocks to shine given their potential for relatively higher growth.