Fundamental backdrop remains solid – many companies are performing well and first quarter earnings were healthy. Shareholder interests remain to the fore with buybacks tripled year-on-year in April. Merger and acquisition activity has been widespread.

As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain

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.

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.

It’s the economy that matters for US presidential elections and stocks

Political noise is a distraction in any market environment but in an election year the clamour is heightened. So, in February we had one of our holdings, Nat West Bank, reporting its biggest annual profit since the 2007 financial crisis but in the days that followed seeing its share price fall on speculation of a possible windfall tax on the banking sector. As an investor, sometimes it feels like you can’t win.