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.

Francesca Wheble, Eamon Devaney-Dykes

13/02/2026

Responsible investing: the problem with plastic

Plastic packaging remains central to modern consumer staples despite mounting environmental, social, and regulatory pressures. Accelerating global demand, stringent performance requirements, fragmented regulation, and infrastructure gaps make replacing plastics complex and often involve trade-offs with climate and nature impacts.

Dr Ian Mortimer, Matthew Page, Joseph Stephens

31/07/2024

Consumer Staples: Sector & Stocks

Will James

09/05/2024

Europe is not just a place for your summer holiday

Will James

14/03/2024

The utility of looking elsewhere for dividends

Dr Ian Mortimer, Matthew Page, Sagar Thanki

20/02/2024

Opportunities in Semiconductors

Edmund Harriss, Mark Hammonds, Sharukh Malik

06/02/2024

Emerging Markets Dividend Investing

Matthew Page

10/10/2023

Concentrated Equally Weighted Portfolios

Dr Ian Mortimer, Matthew Page

05/10/2023

How Global Equity Income can help Investors in an Inflationary Environment

Sharukh Malik

22/09/2023

How to view Chinese markets?

Joseph Stephens, Dr Ian Mortimer, Matthew Page

02/08/2023

Our Approach to Executive Remuneration

Guides

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

23/02/2026

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.

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.

Matthew Page

11/02/2025

Global Innovators - 2025 Outlook

Jonathan Waghorn, Jamie Melrose

11/02/2025

Sustainable Energy - 2025 Outlook

Jonathan Waghorn

11/02/2025

Global Energy - 2025 Outlook

Loshini Subendran

03/12/2024

A Day in the Life

Jamie Melrose

13/11/2024

Impact Report 2024

Sharukh Malik, Valerie Huang

15/10/2024

China is on the move, but how?

Jack Drew

25/09/2024

Industrials

Edward Guinness, Jonathan Waghorn, Will Riley

17/09/2024

London Investor Conference Replays 2024

Jonathan Waghorn

03/09/2024

Guinness Sustainable Energy UCITS ETF - Q&A

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.