insights.

The craze for US mega caps and other extreme conditions in global equity markets may be about to reverse, presenting opportunities for active managers.

We discuss Trump’s potential impact on the sustainability transition, and why the investment landscape may be more attractive than it seems

High-quality companies, robust earnings and attractive valuations offer a positive backdrop for key FinTech equity themes in 2025 – including rising M&A and the evolution of cryptocurrencies and digital payments.

Decarbonising firms in high-emission sectors are critical to the net-zero transition. How can equity investors identify them?

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 

Lead Portfolio Manager Juan Mendoza outlines how to spot the future’s most valuable brands, as our World Brands strategy marks 15 years since launch

How can investors prepare for this transition? Our TargetNetZero webinar will try and answer this question. Register, and join us to find out more.