Health and Well-Being – longer lives, healthier lives
After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
UK equities: the song remains the same
Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren
Künstliche Intelligenz (KI) gibt es schon seit Jahrzehnten, doch erst in den letzten eineinhalb Jahren hat sie ihr Schattendasein peu à peu hinter sich gelassen
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
Identifying key sustainable themes for 2023 and beyond
The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.
Interest rates do not need to rise much further in Europe
Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy.