Consider how global mega forces are impacting portfolios
Asia is central to the AI investment cycle, but who are the real winners.
Market forces that have challenged profitable-growth stocks could set the stage for a recovery. US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conflict in...
Explore global regulatory updates for Q1 2026 covering AML/CFT frameworks, ESMA guidelines, FATF grey list changes, crypto regulations, and key compliance trends
Key risks shaping the sustainability of the current AI cycle
Dr Joanna Nash, Senior Quant Portfolio Manager and Head of Portfolio Management and Dr David Walsh, Head of Investments share the key drivers of recent outperformance and how AI is enhancing the in...
As market momentum fades and inflation surprises ease, a growing divergence between the US and Europe is coming into sharper focus. While AI-driven investment continues to support US growth and rei...
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
Explore how firms are moving from experimentation to execution with AI, tokenisation and cybersecurity, and why collaboration is key to unlock digital transformation.
If the voting machine reflects the market’s changing preferences, the weighing machine reflects a business’s enduring economics. Over time, companies reveal themselves through the compounding impac...
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