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.

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Growth Funds
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.
Article

Guides

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

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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.
Article

Videos

See more videos on our YouTube channel: Guinness Global Investors

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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
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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.

News

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

 

11 Sep 2025

Portfolio Adviser - Morningstar adds to healthcare as sector offers ‘best value and expected returns’

Despite sector underperformance, Mark Preskett points to the sector’s defensiveness and attractiv...
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11 Sep 2025

MoneyWeek - Is now a good time to invest in infrastructure?

Prudent infrastructure investments can capture several convergent tailwinds, while offering relia...
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03 Sep 2025

Wealth DFM - Guinness Global Investors: Chinese stocks and how the trade war affects the present and future

Guinness Global Investors’ CIO Edmund Harriss explains the case for investing in China after some...
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01 Sep 2025

Wealth Briefing - Wealth Managers React To New French Political Drama

In a bid to legitimise his deficit reduction and tax hike plans for the 2026 budget, French Prime...
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28 Aug 2025

Investment Week - Managers on high alert amid potential French government 'collapse' over deficit plans

Fund managers are closely following the unfolding crisis facing the French government, the outcom...
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26 Aug 2025

Citywire - These are the 14 SA-registered managers with a Citywire top rating

Citywire Platinum Group Rating asset managers are in the top 2% of their category. ...
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18 Aug 2025

AInvest - The Fractured Future of Global Trade: U.S.-China Tensions and Emerging Market Risks

China trade war escalates into geopolitical contest, reshaping global supply chains and emerging...
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12 Aug 2025

Investment Week - Investors still see opportunities across China and EM despite another tariff delay

Investors remain optimistic about investing in China and the wider Asia-Pacific region following...
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07 Aug 2025

IPE - Guinness lands German segregated mandate in equity income expansion

Guinness Global Investors has secured a €50m outsourced mandate from a German banking client as t...
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