Search
Latest Insights
-
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
-
French elections: Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- Global Long-Term Unconstrained
-
Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
-
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
-
UK Small Caps: Transformative Trends - Three disrupters transforming the digital economy
In the third instalment in our four-part series, Portfolio Manager, Dan Green, draws attention to the evolving digital landscape and those companies that stand to benefit from it.
- Date published
- 19 Jun 2024
- Tag
- UK Equities
-
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
-
Impact Stories - Valmont Group
We explore Valmont Group. A market leader in creating vital infrastructure and advancing agricultural productivity.
- Date published
- 10 Jun 2024
- Tag
- Improving Society Strategy
-
A beginner’s guide to semiconductors
An overview of the semiconductors, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Jun 2024
- Tag
- Global Emerging Markets
-
Impact Report 2023 Summary
The Improving Society Strategy was developed to generate intentional, measurable positive change in the world while also generating long-term financial returns for our clients. The inaugural report provides the ethos and aims of the Strategy.
- Date published
- 6 Jun 2024
- Tag
- Improving Society Strategy
-
2024 European elections - Radical right gaining ground
Increasing investor risk for the 2027 French election.
- Date published
- 5 Jun 2024
- Tag
- Global Long-Term Unconstrained
-
Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income