Equity outlook: Macro remains top of mind
Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.
25 years and counting: European Smaller Companies
How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Indonesia – unlocking the potential
Previously vulnerable to the commodity cycle, Indonesia has witnessed an impressive resurgence with improved macroeconomic performance and attractive investment opportunities.
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
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
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.
