The American energy revolution: On the Road in Texas
What does America’s new energy strategy mean for investors? Investment manager Des Armstrong was at the world’s premier energy conference in Houston, Texas to find out more.
9 minute readInsights
Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Tariff tempests
The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.
9 minute readThe (occasional) case for M&A
M&A gets a bad rap. But the right deal, by the right company, can deliver meaningful growth. Investment Manager, Alan Edington highlights a number of companies that make the case for M&A.
9 minute readThe Benefits of International Investing
We believe investors should have exposure to both the US and international equity markets at all times. By complementing US exposure with holdings in leading international companies, investors can upgrade the quality of their portfolio and achieve greater diversification.
4 minute readBeyond the ‘Korea discount’: On the Road in South Korea
South Korea’s rich ecosystem of cutting-edge companies offers opportunities for investors. Investment manager Connor Graham reflects on some of the standout meetings from his recent week-long trip to the country.
9 minute readMarket concentration rarely lasts
The recent AI-driven surge has resulted in market concentration levels not seen for decades. Whilst not commonplace, these episodes do occur. But what happens next? As the data shows, these eras of market concentration rarely last.
3 minute read