Tailwinds for emerging markets include...
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
Equity
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Podcast
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Graph
Graph of the Week –...
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
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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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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
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Article
Corporate governance reforms take a...
We see corporate governance in China entering a new era. China’s corporate governance reform, led by the State Council, stands…
22/10/25
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Article
Incorporating biodiversity in passive equity...
In recent years, investors have increasingly recognised that they have an important role to play in the fight against climate…
20/10/25