Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
Energy
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Fund manager profile: Impax AM’s Jon Forster, a ‘net-zero hero’
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler