With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
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Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Daniel Sullivan, Head of Global Natural Resources, reiterates the case for resources stocks, noting the signals that could indicate we are on the brink of a commodities bull market and the reasons behind this view.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
The potential strategic pitfalls of sitting in cash.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.