Déjà vu: Parallels between the...
Comparing previous tech booms and bust cycles with today’s AI surge highlights some notable patterns. Historically, undervalued stocks with low…
16/04/26
Thematic investing
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Article
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Podcast
Healthcare equities: Healthier prospects in...
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…
10/04/26
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Article
Europe’s strategic autonomy: what we...
Geopolitical tensions and an uncertain economic outlook underline the importance of strategic autonomy – the idea that nations are able…
10/04/26
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Podcast
Renewable energy in focus amid...
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…
19/03/26
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White paper
Water risk, redefined: from structural...
In many parts of the world, water resources are under severe strain from over-consumption, pollution and the effects of climate…
19/03/26
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Article
Monthly Market Views: AI disruption...
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear – AI-driven investment spending continues to…
05/03/26