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Insights

Long-term insights, headline news and our take on the latest investment themes.

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Asia Long-Term Unconstrained (1) Global Emerging Markets (2) South East Asia (1) UK Equities (1)

Theme

Demographics (4) Disruption & Innovation (7) Infrastructure (5) Markets (9) Stewardship & Sustainability (34) Stewardship Matters (32) Sustainability (25) Technology Transformative Trends (6)

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Latest Insights

UK Small Caps: Transformative Trends

Portfolio Manager, Dan Green taps into four key long-term investment themes where pioneering goods and services are an emerging trend: The digital economy, consumer brands, content & intellectual property (IP) creation and decarbonisation.

Date published

13 Mar 2024

Tag

UK Equities
A beginner’s guide to semiconductors

An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.

Date published

10 Mar 2023

Tag

Global Emerging Markets
Conversation Corner: Digital Economy Stock Deep Dive

Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.

Date published

4 May 2022

Tag

Global Emerging Markets

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