Insights

Make informed investment decisions with our expert opinion and research.

Insights

Insights30 May 2025

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

Insights29 May 2025

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

Insights27 May 2025

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

Insights15 May 2025

Economic infrastructure update Q1 2025

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

7 min Read

Insights14 May 2025

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

Insights14 May 2025

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

Insights14 May 2025

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