Talking Heads – Maintaining discipline...
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his…
07/05/25
Thematic investing
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Podcast
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White paper
The need for solutions for...
The global food system must be transformed urgently to tackle the environmental and economic risks of unsustainable farming methods. Especially…
06/05/25
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Video
Water – A limited resource,...
Water deserves a place in investment portfolios. Why? Growing demand from food production to smart phone manufacturing, the need to…
01/05/25
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Infographic
The investment case for a...
Why water? It is an investment theme presaging decades of growth. There are powerful drivers: demand from food production to…
01/05/25
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Podcast
Talking Heads – A new...
Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. They include a…
26/03/25
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Video
What makes US large-cap stocks...
US large-cap companies – already a market segment that stands out in terms of capital appreciation in recent years –…
04/03/25