A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
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.
Recent advancements have AI models on the cusp of exhibiting reasoning – a development that will likely have massive economic implications.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
Tech companies like Impinj are providing solutions to businesses in the quest to achieve better efficiency, productivity and sustainability.
Findings from a study into generational preferences and attitudes toward technology and sustainability.
Findings from a study into generational preferences and attitudes toward technology and sustainability.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.