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Latest insights

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China – still the Yuan?

China is leading the way in global tech innovation, and quality companies are offering select opportunities to bottom-up investors.

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Richard Farrell
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Polina’s Perspective: can African nations go it alone?

With a number of African countries opting out of IMF monetary assistance programs, we look at whether EM debt can be managed in a different way.

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Mark Dowding
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The SaaS conundrum – the death or rebirth of software?

It was once said that ‘software is eating the world’. Our Global Equity team discusses how AI is rewiring the story.

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Kilian Niemarkt
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Global Equity Investor insight | January 2026

Jeremy Richardson looks into the big changes in the world of AI and concentrated market conditions.

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