EQUITIES
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been...
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach....
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness....
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play...
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities...
Why true active management matters more than ever
Stuart Dunbar explains that active management remains essential to long-term...
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from...
Why equity benchmarking matters in multi-asset portfolios
Why take a global approach to benchmarking?
How AI is reshaping US equity markets
Signs of transformation are emerging in US equity markets amid a torrent...
Europe's new quality growth opportunities
As Europe shifts from an economy of ideas to one of tangible assets, opportunities...
