Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
Insights
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.
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.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
Where are markets headed in 2026? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning? Register now for our Market GPS investment outlook webcast to hear our asset class heads share insights on key considerations for navigating markets and investing for a brighter future.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?