Discover how liquid alternatives, including trend following and long-short commodities, can help investors build more resilient portfolios.
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.
The latest earnings reports from the largest hyperscale technology companies offered clear signals on the direction of AI infrastructure spending. Despite record levels of capital expenditure and some pressure on near-term free cash flow, management teams across Amazon, Microsoft, Alphabet and Meta emphasised the same message: demand for AI computing capacity continues to exceed available
Portfolio Manager Laura Foll explains why UK equities remain an overlooked source of both dividend income and capital growth, with low valuations, global exposure and company-specific opportunities offering potential upside.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
The World AI Conference highlights emerging opportunities across China's AI ecosystem.
Geothermal’s potential as a resilient low-carbon energy system.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.