Latest equities thinking

  • AI and beyond: Opportunities amid tech turbulence

    3 Apr 2025

    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.

  • 2025 voting trends: Four themes to watch

    17 Mar 2025

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

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