The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Portfolio Manager Alison Porter discusses the key learnings from Amazon, Alphabet, Microsoft, and Meta’s latest quarterly results.
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.
The World AI Conference highlights emerging opportunities across China's AI ecosystem.
Why we believe investors should actively consider short-duration fixed income.
Geothermal’s potential as a resilient low-carbon energy system.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.