Investing in an age of AI disruption

How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have developed to help. 

Investors searched for firmer ground as strong jobs data and simmering geopolitical tensions unsettled equities, before a late-week rally helped restore some stability.

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

The new year has begun with a bang with global equities at, or near, record highs. But as fears of an artificial intelligence (AI) led bubble mount, reducing downside risk without necessarily sacrificing lots of upside potential makes increasing sense.

While fewer shareholder resolutions were tabled at company AGMs, we continued to encourage high standards of corporate governance practice, recognising individual company context and the importance of long-term value creation.

In the second of our global equity sector hub discussions, Josep Bori, technology sector hub lead, explains where the team is finding its strongest investment convictions in artificial intelligence and beyond.

As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.

Our regular sector hub discussions delve into the trends shaping global equity markets. In this article, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.