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Conflict keeps Europe cautious
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East...
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Direct, indirect or hybrid? Exploring employee ownership options
Direct, indirect or hybrid? Exploring employee ownership options
How do employee ownership structures differ in practice?
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Why now for global technology investing?
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach.
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Professional Investors
European asset managers reassess outlook after Q2 reversal
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
Professional Investors
Renewable energy could define winners and losers in emerging markets
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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Asia multi-asset in a fragmented world
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
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Emerging markets debt holds firm amid rising geopolitical tensions
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing...
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Professional Investors
Tracking Trillions: The assumptions shaping the scale of the AI build-out
Tracking Trillions: The assumptions shaping the scale of the AI build-out
The AI CapEx debate is usually framed as a demand-side question—will adoption justify the spend?—but...
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Professional Investors
Small but mighty: The defensive power of smaller companies
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
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Professional Investors
Identifying the real opportunities in AI
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
Professional Investors
Hormuz disruption: What it means for income investors
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking...
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Professional Investors
Geopolitical tensions: Markets tend to price risk, not hope
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions...
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