The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Insights
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
Join us for this CPD accredited webinar on Wednesday, 11 February 2026, to hear from Darko Kuzmanovic, Senior Portfolio Manager for the Global Natural Resources Fund, who brings 41+ years of experience in the resources space. The Global Natural Resources Fund was recently named Livewire’s top performing global equity fund for 2025*, highlighting the strength of our approach and the opportunities in the sector. Darko will discuss why we believe natural resources are in a long‑term super‑cycle, supported by tight supply and rising global demand. He’ll also cover how electrification (EVs, batteries, grid upgrades and data‑centre growth) is driving strong and sustained need for key materials like copper, lithium and nickel.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
Join us for this CPD accredited webinar on Wednesday, 28 January 2026, to hear from Denver based Josh Cummings, Portfolio Manager and Boston based Steve Weeple, Client Portfolio Manager from the Global Research Equity Fund, who will be sharing their expert insights. Managing over $56 billion in assets, our Global Research Equity team will discuss the key trends shaping markets in 2026 and explore how these developments may influence investment strategies for your clients.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What will U.S. action and the presidential change in Venezuela mean for investors?