Insights from our investment teams
Mark Hawtin
Q1 2025 comment
Mark Hawtin explains why the first quarter of 2025 was like the start of 2022 and why diversification has proved valuable since the start of the year.
Mark Hawtin
Is the auto industry heading the way of flat screen TVs: cheap and commoditised?
Chinese consumer electronics makers have rapidly become leading players in EV manufacturing. Mark Hawtin discusses how they have achieved this and what this means for the outlook for the industry and western manufacturers.
Ewan Thompson
India: digital innovation drives grocery retail
Following his recent trip to Mumbai, Ewan Thompson reports on the rapidly expanding Indian quick commerce market, how many players can prosper and the best way for investors to benefit.
David Goodman
As big as AI? Weight loss drugs set to disrupt multiple sectors
The growth of weight-loss drugs, which have reached $22.5 billion of annualised sales, will have repercussions for other industries. David Goodman examines which industries are likely to be disrupted and which will benefit economically.
Mark Hawtin
2025 Outlook: where to invest in a more uncertain world
Following President Trump’s tariffs announcements and the subsequent market volatility, Mark Hawtin discusses potential investment strategies from here.
Kevin Kruczynski
Nuclear renaissance: where are the opportunities?
The West has an aging fleet of nuclear power stations as a consequence of negative public opinion, rising costs and strict regulations since the late 1980s. Kevin Kruczynski explains the factors driving a potential renaissance for nuclear energy and the opportunities for investors.
