thematic investing

Over the past few weeks, global equity investors have been in the teeth of the US earnings season.

Sentiment trumping reality

Impact on decision-making

The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.

ESG should be core part of investment philosophy rather than application of external ratings

Co-managers pick their top ethical holdings

With volatility returning to markets and inflation on the rise, can newer asset classes offer more protection for investor wealth?

'Above-average'

The rise of big data in industrial and environmental end markets is essentially the coming together of two separate technology developments.

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.