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Emerging markets: learning to fly

Emerging economies are increasingly learning to fly on their own, thus marking the start of a new cycle of self-sustaining growth for these countries.

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Phil Langham
Apr 09, 2026

Europe’s grid revolution: modernisation in the era of war and AI

Our European equity investors discuss Europe's €1.2 trillion grid modernisation opportunity and the sectors positioned to benefit.

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Freddie Fuller
Apr 08, 2026

Global Equity Investor insight | March 2026

Geopolitical Shifts and AI Adoption: Jeremy Richardson looks into finding opportunity amid market change.

The advantages of investing in EM private credit

We look at why it might be time for investors to consider previously overlooked private credit opportunities in emerging markets.

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Mihai Florian
Mar 18, 2026

Treading on eggshells

Markets rallied this week on hopes for a US-Iran exit, whilst core rates shifted from inflation fears to growth concerns.

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Mark Dowding
Apr 02, 2026

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