Latest equities thinking
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The week in markets: Back on the front foot
3 Jul 2026
This week saw renewed investor confidence that economic growth can continue without reigniting price pressures.
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Hopes and fears: Why client behaviour – not markets – can determine retirement outcomes
30 Jun 2026
As clients manage their assets in retirement, irrational hopes and fears can get in the way of sound financial decision-making. We look at some of the common behavioural biases that can hinder good outcomes, and the strategies to help overcome them.
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Multi-asset chart of the month for June: Astronomical IPOs redefine markets
24 Jun 2026
The size of the SpaceX IPO is taking equity issuance to a whole new level.
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Confidence in a changing climate
15 Jun 2026
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.
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Sustainability review 2025
2 Jun 2026
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
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Multi-asset chart of the month for May: When a few stocks reshape markets
22 May 2026
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
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The seven deadly sins of investing: Avoiding damaging behaviours
18 May 2026
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
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Investing in an age of AI disruption
13 May 2026
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?
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Contemporary alchemy
5 May 2026
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.
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The seven deadly sins of investing: Avoiding damaging behaviours
8 Apr 2026
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
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Multi-asset chart of the month for February: The Magnificent Two
23 Feb 2026
The “Magnificent Seven” begin to split as two tech giants break away from the pack.
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AI boom poses dilemma for equity investors: Soaring share price valuations bolster the case for downside protection
16 Feb 2026
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.
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