Exclusives
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Why UK small cap could be entering a golden age
After years of languishing in the wilderness, UK small-cap investing may finally be an attractive proposition for investors. For those willing to…
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AI’s transformational potential in healthcare
Early successes show AI’s capacity to improve the efficiency of drug discovery and hospital workflows, lowering healthcare system costs and enhancing access…
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Reed Smith: Real estate as a strategic lever
Amid higher-for-longer rates, tighter lender competition, variable occupational demand and hybrid work, UK corporates are treating real estate as a strategic lever…
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Travers Smith: How asset managers should prepare for new carried interest rules ahead of April 6
The UK taxation of carried interest will be significantly reformed from 6 April. In this article, Tom Margesson, Tax Partner at Travers…
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Why investment boutiques have the subtraction advantage
Big firms add people, products and processes to reduce risk. Boutiques, on the other hand, can reduce risk by removing constraints that kill innovation, agility, and…
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AI infrastructure meets energy reality: why green bonds are critical
Artificial intelligence is driving a structural increase in global electricity demand, pushing power generation and grid infrastructure to their limits. As renewables…
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Sarasin & Partners on AI: history, investment, and the economic path ahead
Adam Hamilton, economist at Sarasin & Partners, outlines why AI is best understood as a gradual, general-purpose technology, with its early economic…
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Marlborough’s Humphreys brings an element of calm to the AI frenzy
In this analysis from Tim Humphreys, co-manager of the IFSL Marlborough Global Essential Infrastructure Fund, he highlights opportunities for diversification as well…
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Opinion | Portfolio Manager El-Araby on trimming exposure to precious metals
With recent strength in the prices of gold, silver and other precious metals, Adnan El-Araby, co-portfolio manager of Barings Emerging EMEA Opportunities…
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From AI euphoria to AI panic | Count Finance’s Laura Cornely comments on the sharp sell off in Wealth Management stocks
Artificial intelligence has fallen from hero to hazard in record time, says Laura Cornely, Director at Count Finance. After news of the…
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