In this conversation, Richard Urwin (Chair of the Investment Committee) is joined by Rupert Howard (Head of Portfolio Management) and Brent Seery (Head of Advisory Investments & Execution) in considering some key themes in markets and their implications for investors.
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Artificial intelligence has dominated global investment narratives for years, driving the rise of mega-cap technology firms and shaping equity performance. However, the next decade of...
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....