Global equities

We outline why AI may be transformative for almost every business, and the implications for charity investors.

Paul Markham discusses how recent bank failures have affected the outlook for equity markets.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

Why deglobalisation will be a key theme for investors to watch over the next decade.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

Looking back on a year of multiple crises.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

How can a different approach to equity investment seek out opportunities in a radically different market regime?

We discuss the outlook for equity income investing.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

Hear equity CIO John Porter discuss investment opportunities within the US small and mid-cap sector.