Diversification in the AI era

05 August 2026 | Julian Howard

It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the profits of both the enablers and beneficiaries of AI for many years to come.

Q2 Multi-Asset Perspectives: Lift-off or turn-off?

08 July 2026 | Julian Howard

The second quarter of 2026 saw an extremely strong return of 15.3% in global equities as measured by the MSCI AC World Index in local currency terms.

European banks: The new AI winners?

03 July 2026 | David Barker

Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making money from it?

Reassuringly Divided: Why the AI-driven economic disparity shouldn’t concern investors

19 June 2026 | Julian Howard

Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growth over time.