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.

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.

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?

Will Riley, Jonathan Waghorn

06/02/2025

Global Energy Outlook 2025

Jamie Melrose

09/12/2024

Impact Report 2024: Sustainable Energy

Mark Hammonds

30/11/2024

How consumers are driving emerging markets’ future

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 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

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

Edmund Harriss

11/03/2025

Asia's route to high income

Edmund Harriss

11/03/2025

Asia's growth story revived

Sharukh Malik

28/02/2025

Understanding China's Economic Transition

Eric Santa Menargues

18/02/2025

February Market Update - Guinness Global Innovators Fund

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.