Data’s transformative power can be both a source of earnings and a force for good
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
At the recent UK Investment Conference, Ali Dibadj, CEO, spoke with global equities portfolio manager, Julian McManus, about why now is such a good time to be an active investor.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Jay Sivapalan, Head of Australian Fixed Interest shares the investment outlook for 2025 and identifies the macro themes and opportunities investors should take into consideration as they navigate the future of fixed income.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
We unpack the complexities of integrating ESG factors into investment strategies, and how regulatory frameworks enhance transparency.
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.