Insights
Maximising Returns with Portfolio Manager James McDonald
In this interview, Executive Director Adam Myers talks strategy and success with James McDonald, the Portfolio Manager for the Pengana...
AI: developing humanity’s superpower above all costs
Barely a day goes by without a fresh news story regarding Artificial Intelligence (AI). Last month, OpenAI released its demo...
Debt – investment implications of higher borrowing levels
Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support...
How can global investors benefit from demographic change?
Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age....
Is now the right time to buy smaller companies?
Tim Richardson CFA, Investment Specialist Smaller companies often outperform the broader market when interest rates start falling. They generally benefit...
Does size still matter in 2024?
Tim Richardson CFA, Investment Specialist Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are...
Cybersecurity – ESG or impact?
Cybersecurity is becoming an increasingly prominent topic. The World Economic Forum published its Global Risks Report for 2024 and cyber-attack...
Navigating policy uncertainty in sustainable investing – why stock selection matters
By Victoria MacClean There have recently been negative sentiment towards electric vehicles (EVs), headwinds facing Clean Energy companies and a...