Equities

Insights across sectors, themes, factors, countries and more

Infrastructure adjacencies
  • 16 Apr 2026

Infrastructure adjacent companies provide services, technologies and products that support the operation, safety and performance of infrastructure assets. They form part of the broader infrastructu...

A year in ABS investing: growth, resilience and the road ahead
  • 16 Apr 2026

Seema Sopal, ABS Fund Manager, discusses how the team look to deliver resilient returns and uncover global opportunities, and how the market may develop for investors in the year ahead.

Orbis Global Equity: The art of adaptability in turbulent markets
  • 16 Apr 2026

Against a backdrop of heightened volatility...

The energy test for European sectors
  • 16 Apr 2026

This article assesses how the energy shock may reshape European sectors, from energy and utilities to transport, banks and chemicals, under a prolonged...

Asia and the energy shock
  • 16 Apr 2026

This Asia and the energy shock analysis shows how oil and gas price spikes affect inflation, fiscal balances and vulnerable sectors across Asian economies.

Cross Asset Investment Strategy - April 2026
  • 16 Apr 2026

What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.

Edmond de Rothschild Asset Management named “Best Asset Management Company of the year” in France
  • 16 Apr 2026

At the LSEG Lipper Fund Awards, announced on 16 April 2026 , Edmond de Rothschild Asset Management was named “Best Asset Management Company of the Year in France over 3 Years” in the “Overall Large...

Discovering growth and return opportunities across the power sector: Unlocking scalable growth in power infrastructure
  • 16 Apr 2026

Explore the trends transforming global power systems and the infrastructure opportunities driving growth in the power sector.

Crisis conditions favor USD
  • 16 Apr 2026

Escalating war risks and energy shocks strengthen the US dollar as growth‑sensitive G10 currencies come under pressure.