Insights

Growth

Beyond Hyperscalers: Mid-Cap Opportunities in Data Centre Investment

Rather than having to justify huge spending on AI infrastructure, the ‘picks and shovels’ companies supplying the hyperscalers are already benefitting from it

By Joseph Stephens and Sagar Thanki

5 Nov 2026 | 5 min read

Sustainable & Impact

How are heatwaves and drought reshaping clean energy investment?

By Anna Elliott

20 Oct 2026 | 4 min

9:03

Equity Income

Why Quality Matters

By Joseph Stephens and Laura Neill

16 Oct 2026 | Video

Equity Income

Why Quality Matters to Equity Investors

By Joseph Stephens and Laura Neill

15 Oct 2026 | 10 min

Real Assets

Investing in the Next Phase of US Renewable Power Growth

By Louis Bromfield

12 Oct 2026 | 8 min

Latest Articles

View all

Equity Income

Quality in Emerging Markets: Brasil Bolsa Balcão

By Mark Hammonds

19 Aug 2026 | 8 min read

Equity Income

Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading

By Dr Ian Mortimer & 7 others

6 Jul 2026 | 12 min read

Equity Income

Demographic changes are driving investment opportunities in emerging markets

By Mark Hammonds

12 Jun 2026 | 5 min read

Equity Income

Growth in intra-emerging markets trade

By Mark Hammonds

12 Jun 2026 | 5 min read

Equity Income

Why do emerging markets represent a compelling opportunity now?

By Mark Hammonds

12 Jun 2026 | 6 min read

Equity Income

China's long term future

By Mark Hammonds

12 Jun 2026 | 6 min read

Equity Income

How do we invest in emerging markets?

By Mark Hammonds

12 Jun 2026 | 3 min read

Sustainable

How has the Iran conflict accelerated the energy transition?

By Jonathan Waghorn and Will Riley

27 May 2026 | 11 min read

Stay ahead with expert insights from Guinness Global Investors

Discover market perspectives, portfolio updates, and timely commentary.

Subscribe to our newsletter »

Latest Videos

View all