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, Jamie Melrose

10/03/2026

The long-term opportunity for wind energy

The wind industry quietly recorded another year of record installations in 2025. While other generation technologies such as solar and nuclear have dominated headlines in recent years, the wind industry has quietly been gathering momentum. With strengthening demand drivers, long-term political support in Europe and China, and attractive long-term economics, we believe that wind adoption will continue to grow.

Will Riley, Jonathan Waghorn

03/03/2026

Iran conflict and three scenarios of the impact on the energy sector

Francesca Wheble, Eamon Devaney-Dykes

13/02/2026

Responsible investing: the problem with plastic

Eric Santa Menargues

26/01/2026

Quantum Computing Explained: Should investors be interested?

Mark Hammonds

26/01/2026

The US' interference in Venezuela affects other emerging markets

Jonathan Waghorn, Will Riley

02/12/2025

AI expansion and the demand for new datacentres

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

Guides

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

23/02/2026

Price/Earnings-to-Growth (PEG) Ratio: Formula & Misconceptions

The PEG ratio is a widely used valuation tool that helps investors assess whether a company’s share price appropriately reflects its expected earnings growth. By adjusting the traditional P/E ratio for growth, it aims to offer a more nuanced perspective on value, particularly when comparing companies with different growth profiles. This guide introduces the PEG ratio, the key variations investors use, and the strengths and limitations to keep in mind when applying it in practice.

10/10/2025

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

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

Valerie Huang

27/01/2026

2026 Outlook - Emerging Markets

Is the backdrop finally turning in favour of emerging markets? A weaker US dollar. Easing inflation. More supportive local monetary conditions. With balance sheets improving and valuations still attractive, investor interest is returning, but with a sharper focus on quality, cash flow and discipline.

Valerie Huang

27/01/2026

2026 Outlook - Asian Equities

Matthew Page

23/01/2026

2026 Outlook - Global Equities

Will Riley

12/01/2026

2026 Outlook - Global Energy

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

02/07/2025

How have global markets performed year to date?

Jack Drew

30/04/2025

A Quick Take on Tariffs

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.