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Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025. Our global CIO looks at why active management and research-led investing are the way to navigate this global complexity.

AI is helping enhance efficiency, reduce costs and improve decision-making.

At COP28, over 20 countries committed to tripling nuclear power by 2050. Driven by energy security and AI, the sector could attract $550 billion in investment. Small Modular Reactors offer cost-effective solutions. Key beneficiaries include uranium producers, reactor manufacturers, engineering firms, and select utilities supporting the nuclear power revival.

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.

While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.

The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?

Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development

Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.