Equities

PwC report

Expert views on key issues for global investors

UK Defence Investment Plan

Response to report on UK scale-ups

While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker argues that the world's bigger shortage is compute power. He discusses AI, China, North Asia and the outlook for emerging markets in 2026.

Alvarez & Marsal report

Follows French pension mandate win

Home bias remains

Quantitative equity

AI’s prowess is being used to address the major issues that have hindered our planet for decades. George Crowdy, Senior Fund Manager at Royal London Asset Management explores AI's impact on the environment and what that means for investors.