How is the power of innovation in the tech sector rising up to meet the AI power challenge?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
We unpack the complexities of integrating ESG factors into investment strategies, and how regulatory frameworks enhance transparency.
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Nick Cherney, Head of Innovation, forecasts that European actively ETFs will grow to US$1 trillion by 2030 and what that means for investors.
Why have Japanese stocks become much more investable today?
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
We explore how innovation seeks to meet AI's energy needs and the technology’s potential impact on climate.