insights.

The growing popularity of second-hand fashion is leading to more circularity in retail – an investment opportunity aligned with our strategies. 

We discuss why our investment conviction in decarbonisation remains strong and explore how the net zero component added value to our equities strategy in 2024.

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 

When optimising target net zero portfolios, how could integrating convictions improve performance without increasing tracking error?

Our Asia Equities team explains why China’s generative AI breakthroughs could usher in an adoption-driven growth cycle. 

Our review of 2024 for Silvercrest equities considers positive headwinds and how stock selection within traditionally carbon-intensive sectors benefitted investors.

The craze for US mega caps and other extreme conditions in global equity markets may be about to reverse, presenting opportunities for active managers.

We discuss Trump’s potential impact on the sustainability transition, and why the investment landscape may be more attractive than it seems