Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to…
08/10/26
The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Meeting them will require billions of euros…
05/06/26
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to…
22/04/26
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…
10/04/26
“The crisis that we’re experiencing with the conflict in the Middle East is only going to reinforce the fact that…
02/04/26
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…
19/03/26
