global equities

Paul Markham outlines how geopolitics, energy prices and the possibility of recession are affecting equity markets.

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.

How the Ukraine conflict could change the geopolitical and investment landscape.

We explore the themes of Earth, wealth and health in emerging markets.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.