How spread tightness requires a more thorough search for value, even among less loved sectors.
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.
Discover how liquid alternatives, including trend following and long-short commodities, can help investors build more resilient portfolios.
The latest earnings reports from the largest hyperscale technology companies offered clear signals on the direction of AI infrastructure spending. Despite record levels of capital expenditure and some pressure on near-term free cash flow, management teams across Amazon, Microsoft, Alphabet and Meta emphasised the same message: demand for AI computing capacity continues to exceed available
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.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Why we believe investors should actively consider short-duration fixed income.
Exploring how fixed maturity bond portfolios have grown in popularity.
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.