The rise and rise of China
Article

The Rise and Rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The New Tech Cold War: Unearthing Growth in a Silicon-Focused World

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

Evergreening Evergrande Calling Time
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Evergreening Evergrande: Calling Time

We unpick the implications of the growing crisis in China’s real-estate sector for investors.

Investing in an era of unusual change
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Investing in an Age of Unusual Change

We outline some areas of unusual change that are relevant for the investment landscape in emerging markets.

Thematic investing
Article

Thematic Investing: What It Is and How We Do It

We explain how we currently use themes in our investment approach.

Gene Technology in the Fight Against Covid-19
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Gene Technology in the Fight Against Covid-19

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

Gene Therapy: Building Blocks of Change
Article

Gene Therapy: Building Blocks of Change

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.