Hamish Chamberlayne looks at the theme of electrification within vehicles, arguing there is still plenty of mileage to go in this strong long-term growth trend.
Riding the electrification waves
Political change
Portfolio managers Laura Foll and Andrew Jones consider the prospects for UK equities following the change in government.
The winds of change are blowing: Why MBS now?
Why we believe MBS is poised for outperformance in the current environment.
What do your peers think?
In our latest Customer Panel Survey in June 2024, we asked for your thoughts on some topical questions from politics to artificial intelligence (AI) to interest rates. We aggregated the responses from respondents so that you can see what your peers are thinking.
Change is in the air: Is this the end of macro purgatory?
John Pattullo, Co-Head of Global Bonds, explores how we may be moving beyond a period of confusing economic data to a place of greater clarity on bond yield direction.
A new dawn with AI?
Alison Porter, Technology Portfolio Manager, and Sarah de Lagarde, Global Head of Corporate Affairs, discuss the potential applications of artificial intelligence (AI).
Insights into the Japanese equities market sell-off
Discussion on the multiple triggers that led to the recent sharp market sell-off.
Balanced – strategy update
Please watch Jeremiah Buckley, Portfolio Manager and Greg Wilensky, Head of US Fixed Income, deliver a quarterly update on the Balanced strategy, on Tuesday 20 August.
European equities: the quiet winners of the AI revolution
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Three keys to sustaining your team’s engagement
How leaders can keep advisory team members engaged, motivated, and on track for a successful long-term career.