The development and adoption of AI will continue to drive economic transformation in 2026 and beyond. A selective approach and valuation discipline are central to capturing long-term opportunities amid volatility, say portfolio managers Alison Porter, Graeme Clark and Richard Clode.
While larger companies have been the driver of stronger UK equity returns, portfolio manager Laura Foll believes opportunities can also be found in the smid-cap area.
Alex Veroude, Global Head of Fixed Income, explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.
Artificial Intelligence (AI) and structural reforms, especially in Europe, present investors with the opportunity to seek out the companies that we believe stand to benefit most from what are likely to be substantial productivity gains. Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto discuss the implications in their 2026 outlook.
Richard Brown, Client Portfolio Manager on the European Equities Team led by John Bennett, explains why it is prudent to apply a value lens when investing in the ESG space.
With macro drivers continuing to reshape markets, Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth. He also explains how asset managers need to evolve to best work together with clients.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Richard Clode, technology equities portfolio manager, discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Head of Global Sustainable Equities Hamish Chamberlayne, Associate Portfolio Manager Suney Hindocha, and ESG Portfolio Analyst Emily Mansfield highlight how investors can leverage AI for long-term value creation while adhering to sustainable principles.
Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.
European equities Portfolio Manager Robert Schramm-Fuchs delves into the intricate landscape of Germany's ambitious reform agenda, exploring its implications for domestic growth and the broader European Union's economic and geopolitical dynamics.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)
NVIDIA is reaffirming its dominant position in the AI infrastructure space, with continued strong demand for its products despite geopolitical headwinds, says Portfolio Manager Richard Clode.
Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.
With recent talks in Alaska renewing discussion about a future path to peace for Ukraine, Portfolio Manager Robert Schramm-Fuchs considers how large-scale post-war reconstruction and defence investment could reshape the prospects for European equities.
What are high yield bonds and why should investors consider them?
Jenna Barnard, Head of Global Bonds, explores why longer-dated government bonds have struggled during 2025 despite central bank rate cuts.
Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Given the nature of the underlying collateral, the European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit.
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.