Videos

Global Equity Income

Volatility, rotation and a war in the Middle East - Q1 2026 in review

New highs. Then a sharp turn. Q1 2026 packed in geopolitical shocks, a software rotation, surging oil, and stagflation fears - all in one quarter.

By Dr Ian Mortimer

23 Apr 2026 | Video

Emerging Markets Equity Income

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.

By Valerie Huang

27 Jan 2026 | Video

Asian Equity Income

2026 Outlook - Asian Equities

Is the market underestimating how much Asia’s growth model has already changed? From AI infrastructure and advanced manufacturing to semiconductors, assumptions about China and the region’s technological capabilities are being reassessed.

By Valerie Huang

27 Jan 2026 | Video

Global Equity Income

2026 Outlook - Global Equities

Despite the early talk of US exceptionalism, equities outside the US outperformed. Globally, growth and value ended the year neck and neck, but the drivers diverged sharply

By Matthew Page

23 Jan 2026 | Video

Global Energy

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.

By Will Riley

12 Jan 2026 | Video

European Equity Income

2026 Outlook - European Equity Income

From narrow leadership to broader opportunity in Europe. In 2025, European markets were shaped by tariffs, currency concerns and a narrow group of euro-earning sectors. Investor caution dominated headlines.

By Will James

12 Jan 2026 | Video

Sustainable Energy

2026 Outlook - Sustainable Energy

Sustainable energy had a strong 2025. The story for 2026 could be even bigger. Clearer policy, easing interest rates and surging power demand helped lift sustainable energy equities last year, with electrification now emerging as the defining long-term theme.

By Jonathan Waghorn

09 Jan 2026 | Video

Global Real Assets

2026 Outlook - Global Real Assets

2025 told two very different stories. 2026 may tell a more interesting one. Defensives held firm early last year. Uncertainty took over later as rates, tariffs and AI risks reshaped markets.

By Mark Brennan

09 Jan 2026 | Video

Events

Annual Conference Replays

Watch replays from our annual investor conference.

16 Sept 2025 | Video

Global Equity Income

How have global markets performed year to date?

In this short video our team have a retrospective look at global markets so far this year, looking at Europe vs the US, growth and value and much more.

02 Jul 2025 | Video

Asian Equity Income

Tariffs & US Policy

Investors in Asia pondering the US government’s pressure on trading partners need to consider its overarching problem: the large federal budget deficit. In this short video, portfolio manager Edmund Harriss explains.

By Edmund Harriss

31 Mar 2025 | Video

Asian Equity Income

Asia's manufacturing resilience

Necessity is the mother of invention. How has China re-aligned their efforts so that they are at the forefront of innovation? Portfolio manager Edmund Harriss explains how the advancements in technology and equipment has put Asian businesses in a stronger position than peers in the current market environment.

By Edmund Harriss

11 Mar 2025 | Video