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Thematic qualifer

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1791713023
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US election special: which investment themes win at the polls?

The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.

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7 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1074456994
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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8 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
171553558
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.