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Tag: Equities

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Why Utilities Should Benefit from the Rising Global Demand for Electricity

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

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Reassessing Sustainability and Investing in Defence

Sustainable investors have typically avoided investments in defence. Geopolitical developments,...

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2025 Midyear Investment Outlook

As we reach the midpoint of 2025, the change we’ve...

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What Uncertainty?

Last month we asked the question ‘is this time different’...

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Trump 2.0: Make Emerging Markets Great Again

Initial fears of the impact of US trade policy on...

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Eastern Building Blocs: Seeking Opportunities in Bond Markets

As portfolio manager for the Carmignac Global Bond strategy, Abdelak...

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View From The Top: Don’t Panic (Too Much)  

View from the very top: There is a path out...

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Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data

One  indicator of demand in the US economy stood out...

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Healthcare Innovation is Revitalising the Sector

Despite healthy prospects and long-term drivers, healthcare stocks have been...

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Season 7, Post 16: On Robots, Races and Research

Your author has participated in many half marathons (and has...

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