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

1:54

Equity Income

Guinness Global Equity Income - Fund Overview

By Dr Ian Mortimer

12 Nov 2026 | Video

1:28

Growth

Guinness Global Innovators - Fund Overview

By Matthew Page

11 Nov 2026 | Video

2:02

Sustainable

Guinness Sustainable Energy - Fund Overview

By Jamie Melrose

10 Nov 2026 | Video

2:21

Growth

Guinness Global Energy Fund - Overview

By Will Riley

9 Nov 2026 | Video

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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

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

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