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.
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.
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.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.
Why we believe investors should actively consider short-duration fixed income.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.