As markets look ahead to 2026, opportunities are emerging beyond US mega-cap technology. Our portfolio manager Ian Mortimer, co-manager of our Guinness Global Equity Income, notes in @_moneymarketing 's latest article that quality sectors such as consumer staples and healthcare

Why do real assets matter in volatile markets? Their inflation-linked cash flows and resilience have stood out during 2025’s uncertainty. Watch our latest video to find out more. This is a marketing communication. Capital at risk.

AI Is Driving a Surge in US Power Demand AI data centres are transforming the US energy landscape. After decades of flat growth, electricity demand is rising fast - and the grid is struggling to keep pace. ▪️Hyperscalers set to spend ~$350bn in 2025 ▪️AI, reshoring &

As we approach the end of the year, it is a good time to review our latest fund updates. Our monthly and quarterly commentaries provide clear, structured insights into: • Portfolio positioning: including recent adjustments made in response to evolving market conditions. •

AI infrastructure spending has surged since the launch of ChatGPT, but can funding keep up? Our latest video looks at hyperscaler capex, financing structures and valuations. This is a marketing communication. Capital at risk

Thank you to everyone who joined our Investor Conference in Harrogate yesterday. It was a pleasure to welcome such an engaged group for roundtables on Asia, Europe, Real Assets and Global Equities. We really appreciate your time and insights. 💡 This is a marketing

Real Assets - A Critical Foundation 🏗️ At our Manchester Investor Conference, Mark Brennan shared why now may be a turning point for real assets as inflation, policy & rates shift. Utilities & data centres are evolving into growth stories. This is a marketing communication.

Why Europe Deserves Your Attention 🇪🇺 At our Birmingham Investor Conference, Will James highlighted Europe’s mix of quality, value & transformation - and why fundamentals matter most. This is a marketing communication. Capital at risk.

Is China redefining global power? 🇨🇳 Mark Hammonds & Valerie Huang explore how China’s two-part plan: 1. Reduce reliance on others, 2. Make others rely on China Is reshaping trade, tech, and the emerging markets landscape. This is a marketing communication. Capital at risk.

An insightful morning today in South Africa at Groot Phesantekraal where our global team analyst Jack drew presented on our BCI Global Equity Income Fund. Thank you to Olga Jacobs and our partner for this event Martello. This is a marketing communication. Capital at risk.

"There is a good opportunity set of companies within the UK, but for us its more on the defensive side of the market rather than necessarily the area that's going to provide the growth in the future” - Matthew Page Discover how our team is positioning within the Guinness Global

China’s “Twin Strategy”: Reducing Reliance, Expanding Influence China is pursuing a deliberate two-track approach under Xi Jinping. First, it’s reducing dependence on the rest of the world, investing heavily in self-sufficiency through initiatives like Made in China 2025.

Real assets are back in focus. In a recent interview with WealthBriefing, our portfolio manager Mark Brennan discussed the opportunities shaping the newly launched Guinness Global Real Assets Fund. From electricity generation and digital infrastructure to healthcare facilities

📈 The S&P 500 is narrowing… A small group of mega-cap tech stocks are increasingly driving the index’s performance. But what does this growing concentration mean for investors? In our latest insight, we explore: ⚪️How today’s concentration compares to history ⚫️The potential

Developed Asia remains resilient, with Japan and Singapore leading on strong trade, earnings and IPO activity. China’s tech and semiconductor sectors are showing renewed strength, while Southeast Asia is emerging as a key growth destination. Despite trade tensions in parts of

Last week we hosted the Guinness Global Investors Annual Conference at the iconic The National Gallery. It was a privilege to bring together clients, partners, and colleagues for a day of thoughtful discussion and insight. We’re grateful to everyone who joined us!

China: More Resilient Than It Seems Recent developments are giving investors plenty to consider. Additional support measures for consumers An extended trade war truce with the world’s largest importer of goods Together, these suggest China is operating from a position of

In our latest Global Equity Income commentary, the portfolio managers discuss growing concentration in the S&P 500 and the effect of the Magnificent 7. Should investors be concerned? Read their analysis and the key macroeconomic news flow affecting markets:

Reporting from our Annual Conference, Investment Week features Guinness European Equity Income portfolio manager Will James on undervalued, high-quality stocks in Europe: https://t.co/jZXzD5ORi5 #marketingcommunication #europe