In depth

From Load to Lever: AI’s Mispriced Role in the Energy Transition

Artificial intelligence (AI) is adding pressure to an already fragile grid, but we also see four levers where AI may help companies reduce energy demand, shift power load, unlock grid capacity, and optimize delivery of clean energy. Key takeaways AI is expected to drive demand for energy and water along with higher emissions, but it […]

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Q&A with a Portfolio Manager: Meeting Client...

Sustainable investing has become more closely tied to resilience and pragmatic decision-making. We are publishing a short series of Q&A...

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US Federal Reserve: Firmly in Data Watching...

The US Federal Reserve left interest rates on hold in its meeting on 28 January 2026 at 3.50%-3.75%, with perhaps...

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UK Equity Income Bulletin – February 2026

This month’s UKEI Bulletin highlights a strengthening domestic outlook, with firmer retail sales, improving PMIs, rising consumer confidence, and a...

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Commodities Tracker – January Edition

This commentary covers the key takeaways for the listed commodities....

The New Asian Tigers: At...

Following a recent research trip to Taiwan and South Korea,...

Carmignac Portfolio Tech Solutions: A...

How to assess our approach to technology sector equities since...

Why Utilities Should Benefit from...

The world’s need for more power presents significant growth opportunities...

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