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.

Jonathan Waghorn, Will Riley

02/12/2025

AI expansion and the demand for new datacentres

AI and decarbonisation call for investment in power grids and renewable energy sources to help meet growing electricity demand.

Dr Ian Mortimer, Matthew Page

17/11/2025

Are we in an AI bubble?

Mark Hammonds

06/11/2025

How Apple explains China's trade strategy

Dr Ian Mortimer, Matthew Page

02/10/2025

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

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

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?

Guides

Read our latest guides taking you through the key concepts in asset management.

10/10/2025

Earnings per Share (EPS): How to calculate and use it

Earnings per share measures a company’s profitability on a per-share basis. It is used alongside other key financial metrics to assess a company’s comparative health and future potential. This introduction explains how to calculate the different types of EPS, basic and diluted, and the implications of each. It also explores what high or low EPS means, its limitations, and how external factors can affect its usefulness.

01/09/2025

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

09/05/2025

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

18/12/2024

Accumulation Vs Distribution: Which share class is right for you?

Videos

See more videos on our YouTube channel: Guinness Global Investors

Will Riley

12/01/2026

2026 Outlook - Global Energy

Energy equities showed their resilience in 2025. The valuation case still looks compelling. Oil prices fell, but cash flows and shareholder returns held up.

Will James

12/01/2026

2026 Outlook - European Equity Income

Jonathan Waghorn

09/01/2026

2026 Outlook - Sustainable Energy

Mark Brennan

09/01/2026

2026 Outlook - Global Real Assets

Will James, Will Riley, Jamie Melrose

16/09/2025

Annual Conference Replays

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

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.