A weekly view from our portfolio managers into the trends shaping markets right now.

Turning scarcity into opportunity.

Many signs point toward continued Federal Reserve easing.

As AI and data infrastructure scale rapidly, their environmental and social impacts are becoming increasingly material to long-term investment outcomes.

China Equity hit its three-year anniversary in 2025 and has prospered throughout a volatile market cycle.

What factors are at play and where do we see value?

What a difference a meeting can make.

Overfishing, plastic pollution and global heating pose serious threats to the long-term health of the oceans, potentially jeopardising future food security.

Our alpha model suggests it might.

The whats, the whys and the wherefores of our quant approach.

Advances in AI represent huge opportunities for society and, as a consequence, for investors too.

Tras sufrir un duro golpe en 2008, la economía del país se encuentra ahora en pleno auge.