Talking Heads – What’s new...
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global…
25/06/25
Thematic investing
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Podcast
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Article
Addressing the hidden water footprint...
The rising adoption of artificial intelligence is indirectly driving water consumption by datacentres, while local scarcity could present material risks…
09/06/25
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Article
Defence-related investing using an ETF
Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds. If investor flows were focused on…
03/06/25
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25
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Podcast
Talking Heads – Maintaining discipline...
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his…
09/05/25
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Podcast
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