A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Insights
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
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.