Insights & Videos

Expert opinion from Guinness Global Investors features in a variety of media.

Insights

Expert opinion from Guinness Global Investors features in a variety of media.

Dr Ian Mortimer, Matthew Page

02/10/2025

Is there a rising concentration risk in the S&P 500?

The S&P 500 is becoming increasingly concentrated, with its performance dominated by the outperformance of a select group of mega-cap technology stocks. In this insight, we will discuss how this concentration compares to historical periods, what risks it may present for investors and how an equal-weight, index-agnostic approach can help mitigate these risks while maintaining exposure to quality growth opportunities.

01/09/2025

The Price-to-Earnings (P/E) Ratio Explained

Edmund Harriss

28/08/2025

Chinese stocks: how the trade war affects the present and future

Mark Hammonds

14/08/2025

What does the trade war mean for emerging market equities?

Mark Brennan

07/07/2025

Real assets: a critical foundation for portfolios

Edmund Harriss

04/06/2025

What investors should know about the current US Budget Deficit

09/05/2025

Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?

Dr Ian Mortimer, Matthew Page

31/03/2025

Why we still believe in the Magnificent Six over the Magnificent Seven stocks

Dr Ian Mortimer, Matthew Page

24/02/2025

How has DeepSeek affected the AI Market for investors?

Will Riley, Jonathan Waghorn

06/02/2025

Global Energy Outlook 2025

Videos

See more videos on our YouTube channel: Guinness Global Investors

Will James, Will Riley, Jamie Melrose

16/09/2025

Annual Conference Replays

Date: September 16, 2025 9:00 AM [BST]

Watch replays of the Guinness Annual Conference 2025 at The National Gallery

Loshini Subendran, Charlie Riddell

02/07/2025

How have global markets performed year to date?

Jack Drew

30/04/2025

A Quick Take on Tariffs

Edmund Harriss

31/03/2025

Tariffs & US Policy

Edmund Harriss

11/03/2025

Asia's manufacturing resilience

Edmund Harriss

11/03/2025

From replication to innovation in Asia

Edmund Harriss

11/03/2025

Asia's route to high income

Edmund Harriss

11/03/2025

Asia's growth story revived

Sharukh Malik

28/02/2025

Understanding China's Economic Transition

Eric Santa Menargues

18/02/2025

February Market Update - Guinness Global Innovators Fund

Webcasts

Our fund managers conduct quarterly webcasts where they discuss recent changes made to the portfolios, and take a look at positioning in the current market environment.

See the latest webcast series below. For the webcast archive, please click here

For professional investors only.