TECHNOLOGY
The fastest revenue ramp in tech history, and the infrastructure buildout behind it
Leading AI labs are scaling revenue at an unprecedented pace, but this...
Is today's AI infrastructure spending sustainable?
The scale of spending required to compete in AI is rising rapidly – and...
Schroders 2026 UK Financial Adviser Pulse Survey
The Schroders Adviser Pulse Survey provides a valuable snapshot of priorities...
The water constraint
Water is often treated as a public good. In many industries it is regarded...
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
The biggest shift in credit markets over the past six months hasn’t come...
The room marked 'AI'
Concentration, conviction and why emerging markets still offer more than...
AI ethics and regulation: How investors can navigate the maze
From brand risks to regulatory uncertainty, AI poses investment challenges....
Is software the next hunting ground for value investors?
Given recent AI disruption fears and subsequent share price falls, should...
AI credit expansion: Assessing the micro and macro Risks
Today’s AI financing wave looks more disciplined than past infrastructure...
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic...
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach....
Tracking Trillions: The assumptions shaping the scale of the AI build-out
The AI CapEx debate is usually framed as a demand-side question—will adoption...
