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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project
Insights
Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project

We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.

3 min Read
China’s big charge: EVs, oil and the renminbi
Insights
China’s big charge: EVs, oil and the renminbi

China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.

3 min Read
Why income investing in emerging markets?
Insights
Why income investing in emerging markets?

Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.

4 min Read
Economic infrastructure update Q1 2025
Insights
Economic infrastructure update Q1 2025

Read more about the key achievements across our portfolio companies in the first quarter of 2025

7 min Read
What Trump’s trade war means for EM local currency bonds
Insights
What Trump’s trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

3 min Read
Future Minerals: From underground to building blocks of tomorrow
Insights
Future Minerals: From underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here’s why investors should take notice.

4 min Read
Future Minerals: why utility and scarcity make a winning union
Insights
Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’.

4 min Read
Emerging markets income equity: confidence and recovery in Asia
Insights
Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region.

4 min Read
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Global Macro Research

Has Javier Milei's shock therapy worked for Argentina?
Global Macro Research
Has Javier Milei's shock therapy worked for Argentina?

In the latest episode, we explore Argentina’s dramatic economic turnaround under Milei and ask whether the reforms can stick.

22 min Listen
Argentina’s shock therapy yields results, but normalisation remains a way off
Global Macro Research
Argentina’s shock therapy yields results, but normalisation remains a way off

President Javier Milei has overseen sharp policy shifts aimed at stabilising the country’s economy, including fiscal consolidation and disinflation. The latest IMF deal and peso liberalisation are further positive steps. But sustaining this progress and a major return to international capital markets will require further reform and is not guaranteed.

1 min Read
Japan-US trade talks: A roadmap
Global Macro Research
Japan-US trade talks: A roadmap

Following the US-UK deal and the 90-day reprieve on US-China tariffs, attention is turning to other potential deals. Japan is likely to offer concessions on tariffs and purchase agreements, while trying to keep deeper issues such as currency and defence off the table. Either way, trade uncertainty will keep the BoJ on hold for the rest of this year.

1 min Read
So was the trade war all just a fever dream?
Global Macro Research
So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

32 min Listen
The Monthly Macro Outlook Video - May 2025
Global Macro Research
The Monthly Macro Outlook Video - May 2025

How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.

6 min Watch
China’s green investment ‘bubble’ isn’t about to burst
Global Macro Research
China’s green investment ‘bubble’ isn’t about to burst

The green investment surge continues to support growth, more than offsetting the drag from the beleaguered property sector. This pivot is essential to meet global climate targets. But it is also adding to geopolitical tensions, and there are looming headwinds from EV consolidation and excess battery capacity.

1 min Read
The end of US exceptionalism?
Global Macro Research
The end of US exceptionalism?

In our latest podcast, Paul Diggle and Luke Bartholomew consider whether US exceptionalism is over.

30 min Listen
Carney wins Canadian election amid tariff turmoil
Global Macro Research
Carney wins Canadian election amid tariff turmoil

US tariffs have significantly impacted the Canadian election held on Monday. The Liberal Party, led by Prime Minister Mark Carney, won over Pierre Poilievre’s Conservatives. But, despite the victory, the policy agenda will be constrained by the impacts of tariffs and a possible Canadian recession.

1 min Read
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