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(Olympic) gold and stock market returns
What does Team GB's Olympic performance mean for your investment returns?
- Date published
- 22 Jul 2024
- Tag
- UK Equities
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Global Long-Term Unconstrained
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Global Emerging Markets Performance Review Q2 2024
We provide a performance review on Global Emerging Markets for the second quarter of 2024.
- Date published
- 11 Jul 2024
- Tag
- Global Emerging Markets
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK election result 2024
Stability makes the UK even more investable.
- Date published
- 7 Jul 2024
- Tag
- UK Equities
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK Equities: 2024 half year outlook
The UK’s economic backdrop is suggesting this could be 1997 again.
- Date published
- 28 Jun 2024
- Tag
- UK Equities
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Listed Real Assets and the AI Boom
In this three-part series, our investment team discuss how the right kind of listed Real Assets can provide steady income while benefitting from the explosive data growth and electricity demand being fuelled by AI.
- Date published
- 20 Jun 2024
- Tag
- Global Real Income
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Making an impact: one year on
As we celebrate Improving Society's first anniversary – offering clients one of the first socially-focussed impact equity strategies – we are delighted to share an update with you, on what has been a fruitful first year.
- Date published
- 20 Jun 2024
- Tag
- Improving Society Strategy
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The Indian and Mexican elections
We highlight our Global Emerging Markets team’s thoughts on the expectations, outcomes and implications for markets following the results.
- Date published
- 12 Jun 2024
- Tag
- Global Emerging Markets