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Investment Management
Is home bias history?
A lack of geographical diversification can leave returns on the table.
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Financial Advice
Navigating the AI arms race
The AI trend is certain, the next step is to look at the players to identify who will be the likely winners and losers.
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Financial Advice
Sustainable Equity Bucks the Trend
Despite negative flows for equities overall in Q1, sustainable equity funds were the most successful “green” asset class.
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Financial Advice
Searching for companies that go above and beyond
2024 appears to be an attractive year for thematic equities particularly when you look beyond the megacaps. Professional investors only.
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Investment Management
The net-zero transition is unstoppable
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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Financial Advice
Digging Deeper – unearthing hidden opportunities
In the world of investing, high expectations can often lead to disappointment, as even the slightest deviation from those expectations can send shares tumbling.
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Financial Advice
Digging into the complexities of investing in commodities with a sustainable lens
Can a systematic approach to sustainable investing be adopted by commodity investors?
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Investment Management
Innovation and opportunity in life sciences
Life sciences offer the “greatest opportunity” for new investments over the last couple of years.
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Financial Advice
Could ESG reporting rules spark an EU-US trade war?
The incoming sustainable disclosure requirements could prompt a troubling battle ground for both sides of the Atlantic.
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Financial Advice
Tech is back, but AI's reach extends far beyond the usual tech giants.
For investors looking for exposure to these multi-decade themes and technological innovations, the answer may lie beyond the tech sector. Professional investors only.
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Investment Management
AI is a long-term powerhouse for investors
Investors should embrace AI as a long-term investment theme.
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Financial Advice
Tech dividends: What's the catch?
An increasing number of tech mega stocks are paying out their first-ever dividend payouts, joining a growing number of smaller tech stocks that are now rewarding investors with payments.
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