- Head of UK Client Group
United States, Institutional
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In our third ActiveViews webcast of 2025, Portfolio Manager Arancha Cano joined Will Lockhart to share her insights on the implications for equity investors of the current macro environment. Will and Arancha explored whether recession or inflation is the biggest risk over the next year, whether tariffs have already affected the macro data and how investors can effectively navigate increasingly unreliable and conflicting information in their asset allocation and investment decision-making process.
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Asia's rising role in the global AI build-out
The narrative around artificial intelligence (AI) has, until now, been largely driven by a handful of US names that are now commonplace in most households — the hyperscalers and the model developers racing to the next breakthrough. But as Portfolio Manager Yash Patodia explains, for those investors willing to look further along the value chain, a quieter, arguably more durable story may be unfolding.
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Band-aids, bazookas, and boomerangs: Equity investing in a volatile US rate regime
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AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
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Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 2)
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Pricing power: a growing differentiator among European equities
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Monthly Market Review — September 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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