Megatrends – A multi-decade investment...
Global megatrends are multi-decade themes with significant implications for society, the economy and investors. They are driving a wave of…
05/12/25
Thematic investing
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Article
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Article
Investment Outlook 2026 – The...
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience. Growth forecasts…
21/11/25
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Article
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
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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