How should investors navigate a world increasingly shaped by geopolitics?
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.
Considering the risks posed by AI to technology and software loans.
NVIDIA's latest earnings update informs AI growth expectations.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
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.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
Why China offers a compelling broader AI investment case.