The Global Technology and Innovation Team traveled to China to learn about the country’s progress in AI models and practical applications.
Insights
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
Scrubbing in to watch multiple pulse field ablation procedures, we learned about the benefits and risks of this exciting new treatment option for AFib patients.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.