Insights from our investment teams

UK banks and the energy transition
UK banks in our portfolios have minimal fossil fuel exposure and have set ambitious sustainable finance goals


Innovation Insights from the US – Q1 2025
Insights from New York and Silicon Valley on the future of AI, infrastructure, and enterprise disruption.


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.
