Talking Heads – Maintaining discipline...
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his…
07/05/25
Equity
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Podcast
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Article
What of US small caps...
Investor sentiment in US equity markets has worsened over the past month with market momentum reversing sharply as optimism crumbled…
06/05/25
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Video
Investment outlook – Waiting for...
With the waters in financial markets stirred and the amplitude of the ripples still unclear, a cautious attitude to asset…
02/05/25
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Article
Valuations expansion in the US...
The US equity market posted exceptional returns over the decade that ended in 2024. However, a large proportion of the…
02/05/25
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Infographic
The investment case for a...
Why water? It is an investment theme presaging decades of growth. There are powerful drivers: demand from food production to…
01/05/25
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Article
Investing in China’s energy transition
As the world’s second-largest economy and the largest energy consumer, China tops the tables of carbon emitters, accounting for one…
01/05/25