Emerging Markets Spotlight – June 2026
South Korea’s semiconductor boom has fuelled record exports, yet the won remains weak. We examine why capital outflows matter and what this means for investors.
How AI, GLP-1s and de-globalisation are reshaping growth, value and quality
AI, GLP-1 drugs and de-globalisation are redefining growth, value and quality, creating new winners and losers across markets and reshaping investment opportunities.
UK Equity Income Bulletin – June 2026
From shifting political dynamics to compelling stock opportunities, this month’s bulletin explores how the Fund is uncovering value across the UK market while delivering income and long-term growth potential.
Energy Resilience: The Next Long-Term Investment Theme
Geopolitical tensions are accelerating investment in energy resilience, creating opportunities across LNG, renewables, nuclear, electrification and domestic energy infrastructure globally.
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