Geopolitical factors have a significant impact on companies, including those that are enabling AI.
Enabling AI: Geopolitical implications from an investment perspective
Tailwinds for Emerging Markets debt
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.
Absolute Return – strategy update
Please watch the quarterly update on the Absolute Return strategy, presented by Luke Newman, Portfolio Manager , which took place Thursday 23 May.
Bond market healing?
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?
Bond market healing?
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?
Identifying AI opportunities in healthcare
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.
Unlocking potential: Is it time to prescribe biotech in your family office portfolio?
There is a natural alignment between biotech and family office investors, often sharing a common goal to safeguard future generations whilst understanding the importance of patient capital.
Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
JH Explorer over Greenland: Natural resources for the future
With predictions for the consumption of energy, metals and food over the next 25 years overwhelming those from all previous periods, Daniel Sullivan, Head of Global Natural Resources, outlines an approach for achieving long-term success in the natural resources sector.
Jamie Boyd
