Insights

Equity Income

Why Quality Matters

Almost every fund manager says they invest in quality. Ask what that actually means, though, and the answers start to diverge.

By Joseph Stephens and Laura Neill

16 Oct 2026 | Video

Sustainable & Impact

How are heatwaves and drought reshaping clean energy investment?

By Anna Elliott

20 Oct 2026 | 4 min

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

Equity Income

Quality in Emerging Markets: Brasil Bolsa Balcão

By Mark Hammonds

19 Aug 2026 | 8 min read

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Equity Income

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

By Dr Ian Mortimer & 7 others

06 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

Equity Income

TSMC: The world's leading innovators in semiconductor technology

By Mark Hammonds

11 May 2026 | 10 min read

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