AI and beyond

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

Borrowing costs climbed and took centre stage this week, while Nvidia’s standout performance met a relatively muted market reaction, underlining just how high expectations have become.

Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.

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.

Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.

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.

In 2024, we outlined our view on the most important public-policy interventions to unlock private investment in the low-carbon economy. In this update, we take stock of policy developments since, and look ahead to 2026 and beyond.

Global equity income portfolio manager Richard Saldanha explains why investors need to tune out the endless stream of headlines to focus on what's within their control.

This month’s chart looks at the strong performance of gold compared to equities so far in 2025. Has it gone too far, or does it still hold value?

In the third of our global equity sector hub discussions, Joanna Tucka, healthcare sector hub lead, and Richard Saldanha, global equity portfolio manager, explore why all is not doom and gloom in healthcare.