Published by Guy Davies

Portfolio perspectives | Video - 7:51 MIN
Thematic investing – The megatrends shaping the world
Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition...

Portfolio perspectives | White paper - 4 Min
Allocating to European equities
One of the key market surprises of 2022 was the resilience of the European economy and equity markets in the...