Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
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.
Marketing communication.
Portfolio Manager Alison Porter discusses the key learnings from Amazon, Alphabet, Microsoft, and Meta’s latest quarterly results.
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 China offers a compelling broader AI investment case.
The opportunity set for Japanese equities stretches far beyond the market's headline winners.
Cybersecurity’s evolution into critical AI infrastructure.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.