Insights

Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.

Market View

What to keep in mind with passive investing in highly concentrated markets

The age-old debate about active versus passive investing persists – the former involving buying and selling shares with the aim of outperforming the market and the latter,– where index funds and exchange-traded funds (ETFs) track a specific index by buying and holding assets.

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Sustainability

Don’t throw away your old tech

If you have a box in your attic with old charging cables, mobile phones and other devices, you are not alone. E-waste is a fast-growing issue. You might however be surprised to know there are ways it can be repaired, re-used and recycled, creating benefits not only for environmental protection,...
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Market View

China vs Europe: the race for electric vehicle dominance

China and Europe’s deep economic ties deteriorated when Russia invaded Ukraine in early 2022, and relations face further pressure as China strengthens its foothold in the global electric vehicle market, which is cannibalising Europe’s own EV sector.
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Lifestyle

Generative AI: A digital renaissance at your fingertips

In the continual progression of technology, it's uncommon to find a development that does more than just alter the landscape. Generative AI is a rare inflection point, marking a profound shift in how businesses operate and innovate, fundamentally changing our relationship with work and...

Spotlight

Our Spotlight video series highlights our thoughts on the markets and our approach to investing. With new content added regularly, click on the videos for our latest insights.

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Making investment matter

Phoebe Stone, Head of Sustainable Investing, discusses the crucial topics for sustainable investors today including the journey to net-zero, the food revolution and preventing biodiversity loss.
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The economic moat: why do some companies succeed, and others fail?

Russell Harrop, Head of International Equities, discusses how the economic moat can help analyse and predict the future success of a company.
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Lessons from COP26: what are the key takeaways?

Head of Sustainable Investing, Phoebe Stone, discusses the key takeaways from COP26, which took place in Glasgow earlier this month.
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Who can apply for a Tier 1 Investor Visa?

Valentina Tacchino, Head of International outlines the requirements involved for applying for a Tier 1 Investor Visa.
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What is net-zero and how can we achieve it?

Phoebe Stone, Head of Sustainable Investing, outlines the importance of reducing carbon emissions to net-zero and what this means in reality for businesses like ours.
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The investment landscape: Q2 2021

Jonathan Marriott, Chief Investment Officer, discusses the investment landscape for the previous quarter and shares his outlook for the future.
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Sustainability: a paradigm shift

Phoebe Stone, Head of Sustainable Investing, looks at the paradigm shift in attitudes towards sustainability that the pandemic has fostered.
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Property and infrastructure: the impact of coronavirus

Meena Lakshmanan, Head of Alternatives, discusses the impact of the coronavirus pandemic on property and infrastructure.
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Inflation-linked bonds

Jeremy Sterngold, Head of Fixed Income, discusses inflation-linked bonds.
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Why compounding is our deity

Russell Harrop, Head of International Equities, provides an introduction to compounding.

Quarterly reports

Website - Q4 2023

Quarterly Report Q4 2023

Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
Q3 2023

Quarterly Report Q3 2023

Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.

Specialist reports

Governance guide - Selling your business

Population trends for investors

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