Articles
Growth
Beyond Hyperscalers: Mid-Cap Opportunities in Data Centre Investment
Rather than having to justify huge spending on AI infrastructure, the ‘picks and shovels’ companies supplying the hyperscalers are already benefitting from it
By Joseph Stephens and Sagar Thanki
5 Nov 2026 | 5 min read
Find out moreAll Articles
20 Oct 2026 | 4 min
Sustainable & Impact
How are heatwaves and drought reshaping clean energy investment?
From French nuclear shutdowns to Europe’s weakest hydropower output in over a decade, this summer’s heat and drought have exposed weak points in the region’s power system. Crucially, this vulnerability varies sharply by technology, with wind and solar proving far more resilient. In this insight, we assess how each technology copes with hotter, drier summers, and explain why adaptation is essential for the energy transition.
By Anna Elliott
20 Oct 2026 | 4 min
15 Oct 2026 | 10 min
Equity Income
Why Quality Matters to Equity Investors
While 'quality' is one of the most widely used terms in equity investing, there is no universally accepted definition, even among index providers. At Guinness Global Investors, we define quality as a company’s ability to allocate capital effectively, which we identify through high return on capital and low leverage. In this insight, we use our PROVEN framework to explain why quality is more than a defensive play, but a durable source of long-term equity outperformance. The full report, including a quality universe breakdown and additional drawdown analysis, is available at the end of this article.
By Joseph Stephens and Laura Neill
15 Oct 2026 | 10 min
12 Oct 2026 | 8 min
Real Assets
Investing in the Next Phase of US Renewable Power Growth
The US electricity market is being shaped by powerful but sometimes opposing forces. How are investors responding, and where does the Global Real Infrastructure Fund find opportunities?
By Louis Bromfield
12 Oct 2026 | 8 min
19 Aug 2026 | 8 min read
Equity Income
Quality in Emerging Markets: Brasil Bolsa Balcão
What does genuine quality look like in emerging markets? B3, Brazil's sole stock exchange, clearinghouse and depository, whose position is embedded in the country's entire financial system, presents a compelling case.
By Mark Hammonds
19 Aug 2026 | 8 min read
6 Jul 2026 | 12 min read
Equity Income
Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading
After a volatile start to 2026, US equity markets have returned to a familiar pattern, with mega-cap stocks reasserting their leadership and index concentration rising to levels last seen during the financial crisis. We analyse whether this is due to genuinely improved earnings, and the early signs that this growth is beginning to broaden.
By Dr Ian Mortimer & 7 others
6 Jul 2026 | 12 min read
12 Jun 2026 | 5 min read
Equity Income
Demographic changes are driving investment opportunities in emerging markets
Structural demographic changes, namely rising incomes and growing working populations, have laid the groundwork for long-term opportunities across the emerging markets. Businesses are positioning themselves to meet the needs of an increasingly affluent population, as the middle class is expanding to encompass not just 'the west', but 'the rest'. In this insight, we explore how these trends are unfolding and where investors may find the beneficiaries of this transformation.
By Mark Hammonds
12 Jun 2026 | 5 min read
12 Jun 2026 | 5 min read
Equity Income
Growth in intra-emerging markets trade
Trade between emerging market economies is an increasingly important driver of global growth, deepening links and reshaping supply chains. How is the rise of intra-EM trade creating new opportunities for investors?
By Mark Hammonds
12 Jun 2026 | 5 min read
12 Jun 2026 | 6 min read
Equity Income
Why do emerging markets represent a compelling opportunity now?
US trade policy and dollar weakness have prompted investors to reassess where to allocate their capital. Emerging markets offer a compelling investment case benefiting from easing inflation, favourable policy settings, and attractive valuations. Central to this investment case is China, which is supported by growing technological self-sufficiency, strong export influence, and structural state-led investment.
By Mark Hammonds
12 Jun 2026 | 6 min read
12 Jun 2026 | 6 min read
Equity Income
China's long term future
China's decade-long investment in strategic industries is beginning to reshape the global economic landscape and strengthen the country's self-sufficiency, while the Belt and Road Initiative (BRI) has helped embed China more deeply in emerging markets by developing infrastructure, trade routes, and long-term export destinations. For investors, this shift is creating a broader universe of high-quality Chinese companies and new opportunities across the country.
By Mark Hammonds
12 Jun 2026 | 6 min read
12 Jun 2026 | 3 min read
Equity Income
How do we invest in emerging markets?
One way investors can access the growth potential of emerging markets while mitigating risk is through the Guinness Emerging Markets Equity Income Fund. The Fund maintains a disciplined framework built on four pillars: quality, value, dividend growth, and conviction. This approach means the Fund can offer investors both a core emerging markets allocation and a diversifying source of investment income.
By Mark Hammonds
12 Jun 2026 | 3 min read
27 May 2026 | 11 min read
Sustainable
How has the Iran conflict accelerated the energy transition?
The Iran war has removed around 12 million barrels of oil per day from global markets, triggering an energy shock with no clear resolution. Policymakers worldwide are responding with an accelerated push toward renewables, electrification and energy security. This structural shift looks set to reshape global energy markets for years to come. What does this mean for investors, and which parts of the energy transition stand to benefit most?
By Jonathan Waghorn and Will Riley
27 May 2026 | 11 min read
11 May 2026 | 10 min read
Equity Income
TSMC: The world's leading innovators in semiconductor technology
For decades, TSMC has used deep client connections, cross-sector expertise, and its technical leadership in chip architecture to dominate the semiconductor fabrication industry. In this insight, we will examine how TSMC has created its unique market position and how the company is poised to face growing competition and shifting technological demands.
By Mark Hammonds
11 May 2026 | 10 min read
Latest in Guides
Explore our latest guides to learn the key concepts of asset management.
Price/Earnings-to-Growth (PEG) Ratio: Formula & Misconceptions
23 Feb 2026 | 6 min read
Earnings per Share (EPS): How to calculate and use it
10 Oct 2025 | 7 min read
The Price-to-Earnings (P/E) Ratio Explained
1 Sep 2025 | 6 min read
Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?
9 May 2025 | 10 min read
Accumulation Vs Distribution: Which share class is right for you?
18 Dec 2024 | 4 min read