Why own US small caps in 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
The investment opportunity in technology
Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
Iran conflict brings oil supply risk into sharp focus
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
Europe finds its footing
The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability.
The early innings: Why Japan’s structural story has years to run
Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
Big, broad, innovative – the case for emerging market equities
Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
European rally set to continue and performance broaden out
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
