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Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity.

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?

Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.

Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.

Covid-19 has acted as a catalyst to expedite trends that were in place long before the pandemic emerged. Hybrid working arrangements and the digitalisation of working practices were already adopted by many organisations, in some cases for several decades. Material technological advances over the last five years have enabled us all to embrace more agile working, while retaining significant levels of connectivity and productivity outside of the office.

While not immediately obvious, ‘the Sage of Omaha’ and ‘Jopie’ have a lot in common – integrity, authenticity and a track-record of success. While investors will be familiar with Buffet’s proclamations, on the eve of a summer of soccer we’re turning to Cruyff’s words. After all, not only was he a titan on the football field, he is also credited with transforming Barcelona into a powerhouse of European football. So, what can we learn?

Climate change is one of the biggest issues facing the world today. Many governments, countries and industries have recognised the threat and are taking measures to try to counter it. Much depends on their success or failure. As asset managers, however, our primary interest is in the investment implications.