European strategic autonomy: A long-term...
This article is part of our 2026 Investment Outlook. Europe is deepening its quest for strategic autonomy. What began as…
19/11/25
Thematic investing
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Article
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Podcast
Talking Heads – What are...
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going…
29/10/25
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White paper
Artificial Intelligence: not a bubble......
Discover the insights behind the hype. In their new paper Artificial intelligence: not a bubble…yet, Portfolio Managers Pamela Hegarty and…
27/10/25
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Article
Accounting for greenhouse gas emissions...
The carbon footprint of investment portfolios has become a central metric in tracking net zero ambitions of portfolios – particularly…
13/10/25
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Podcast
Talking Heads – Flexibility in...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
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White paper
The case for listed environmental...
Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…
06/10/25