Investment Themes 2025: Semiconductors & Networking
Investment Themes 2025: Semiconductors & Networking
Technology investments are being dominated by the buildout of computationally hungry artificial intelligence (AI) infrastructure. Some companies in the sector have become household names, however,… Read more
Investment Themes 2025: Energy Transition & Climate Action
Investment Themes 2025: Energy Transition & Climate Action
The global response to climate change presents an opportunity.
The energy transition has created a vast, evolving world of investment opportunities across all industry… Read more
Investment Themes 2025: Healthcare Innovation
Investment Themes 2025: Healthcare Innovation
We continue to favour the Healthcare Innovation investment theme in 2025.
As US president Donald Trump continues to unveil a slew of new policies, long-term structural themes… Read more