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
AI is rewriting the rules of software investing
As AI revolutionises the way software is built, investors are rethinking long‑held views on the sector’s resilience — with new tools lowering barriers to entry and testing the strength of once‑dependable margins.
Lifestyle
The 'Friday the 13th effect': superstitions in behavioural finance
The ‘Friday the 13th Effect’ suggests that superstition can impact investor behaviour on these supposedly unlucky days. For investors, it's important to remain aware of how emotions and biases can affect financial decision-making.
Charities
Taking trustees with you: how to build board confidence in charity investment decisions
Learn how charity trustees can build confidence in investment decisions by balancing risk, mission and returns through training, dialogue and clear policies.
Market View
Will the next Fed chair deliver the interest rate cuts that Trump desires?
Following Trump’s nomination of Kevin Warsh as the next Fed chair, what could this mean for interest rates, markets, and the future of Fed independence?
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q4 2025
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.
Quarterly Report Q3 2025
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.
