insights

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

We believe listed infrastructure could be a compelling option for investors seeking alternative investments.

We discuss why we believe the electric-vehicle (EV) trade is set for a boost.

Our conviction remains high as emerging technology and innovation transform the industry.

Discover the catalysts that are creating significant tailwinds for US utilities.

Modernising parental leave could help drive a more gender-balanced economy.

How do women in the workplace positively affect the bottom line?

Three findings from a recent research trip to China.

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

A combination of cyclical and structural factors drives our more constructive outlook.

We explore the investment implications of a decoupling between China and the West.

With several key trends set to reach an important climax in 2024, we consider the investment implications.

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

After two difficult years, we explain why we believe the prospects for bond investors are improving.