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Results for 'Growth'

Real Assets

Investing in the Next Phase of US Renewable Power Growth

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By Louis Bromfield

12 Oct 2026 | 8 min

Equity Income

Growth in intra-emerging markets trade

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By Mark Hammonds

12 Jun 2026 | 5 min read

Price/Earnings-to-Growth (PEG) Ratio: Formula & Misconceptions

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23 Feb 2026 | 6 min read

Growth

Beyond Hyperscalers: Mid-Cap Opportunities in Data Centre Investment

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By Joseph Stephens and Sagar Thanki

5 Nov 2026 | 5 min read

Equity Income

Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading

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By Dr Ian Mortimer & 7 others

6 Jul 2026 | 12 min read

Equity Income

How do we invest in emerging markets?

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By Mark Hammonds

12 Jun 2026 | 3 min read

Real Assets

The power of real assets in an unstable market environment

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By Mark Brennan

28 Apr 2026 | 6 min read

Growth

Iran conflict and its many implications for energy equities

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By Jonathan Waghorn and Will Riley

14 Apr 2026 | 11 min read

Growth

Iran conflict and three scenarios of the impact on the energy sector

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By Will Riley and Jonathan Waghorn

3 Mar 2026 | 10 min read

Growth

Quantum Computing Explained: Should investors be interested?

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By Eric Santa Menargues

26 Jan 2026 | 12 min read

Growth

Are we in an AI bubble?

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By Dr Ian Mortimer and Matthew Page

17 Nov 2025 | 11 min read

Real Assets

Electric utilities – time in the sun

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By Jasmine Savage

30 Oct 2025 | 4 min read

Growth

Is there a rising concentration risk in the S&P 500?

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By Dr Ian Mortimer and Matthew Page

2 Oct 2025 | 8 min read

Growth

Why we still believe in the Magnificent Six over the Magnificent Seven stocks

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By Dr Ian Mortimer and Matthew Page

31 Mar 2025 | 20 min read

Growth

How has DeepSeek affected the AI Market for investors?

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By Dr Ian Mortimer and Matthew Page

24 Feb 2025 | 14 min read

Growth

Global Energy Outlook 2025

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By Will Riley and Jonathan Waghorn

6 Feb 2025 | 7 min read

Commentary

Guinness Multi-Asset Growth Fund - October Commentary

October 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Class

September 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Hedged Class

September 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - O Class

September 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - R Class

September 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Class

August 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Hedged Class

August 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - O Class

August 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - R Class

August 2026

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Commentary

Guinness Multi-Asset Growth Fund - July Commentary

The July 2026 report reviews a strong second quarter for risk assets, supported by easing Middle East tensions and continued AI investment. Emerging markets gained 24%, Asia ex Japan 28% and the S&P 500 15%, while oil prices fell 38% following the US–Iran ceasefire agreement. At 30 June, both Multi-Asset Funds retained small tactical overweights to equities and cash, with underweights to bonds and alternatives; government and inflation-linked bonds were favoured over corporate credit. The Balanced Fund returned 19.1% over the 12 months to June, versus 17.1% for its IA sector average, while the Growth Fund returned 22.0%, versus 19.0% for its sector. The report remains cautious about elevated equity valuations, AI investment assumptions and inflation risks.

July 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Class

July 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Hedged Class

July 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - O Class

July 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - R Class

July 2026

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Commentary

Guinness Multi-Asset Growth Fund - June Commentary

June 2026

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Factsheets

Guinness Multi-Asset Growth Fund - Factsheet - C Class

June 2026

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