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.
2026 Equity Outlook: Harnessing growth with a broad view
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
AI growth: energy, emissions and water considerations
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
AI research trip reaffirms bullish outlook
How AI is driving innovation and growth across a range of industries.
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
