Seems the cash registers are already ringing in the UK this week. According to consulting firm Brand Finance, Saturday’s royal wedding between Prince Harry and Meghan Markle will boost the UK economy by around £1.05 billion.

Discover how global transformation and resilient growth will shape 2026. Where are the new opportunities and how can you future-proof your portfolio? Read our latest insights.

The US economic expansion has just become the second longest on record. If it continues beyond mid-2019, it will be number one. Its longevity is probably due to a mixture of circumstances, judgement and luck. The severity of the recession following the global financial crisis (GFC), coupled with the slowness of the subsequent recovery, has played a part. Regulatory reforms to the financial sector, implemented in response to the GFC, may also have contributed. And the fact that the US hasn’t been hit by any shocks of sufficient size to knock it badly off course has certainly helped. But as the economy heads towards that all-time record in 2019, what could bring it back down to earth? And are we capable of predicting the end before it’s upon us?

Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?

Under pressure from innovation, demanding clients and Old Father Time, hedge funds face their fair share of challenges. A rapidly evolving environment will spell the end for those who fail to keep pace. But in a Darwinian industry, those who innovate and adapt will ultimately benefit – and so will their clients.

Can sustainability and performance go hand-in-hand in risk-targeted investing?

Equity investors enjoyed the spring sunshine this week. The S&P 500 was up 1.4% by Thursday’s close. The FTSE 100 and the FTSE World Europe ex UK indices gained 1.0% and 1.2%, respectively.

Celebrating 15 years of clarity, confidence, and client-first investing

Many would say that high street retailing is dead. The reality is that no high streets have truly perished and very few will be completely wiped out. Yet many are undoubtedly shadows of their former selves, most will never be the same again, and relatively few could be considered in fine fettle.

Emerging Markets are not just about growth—they’re becoming a valuable source of income. Our strategy is focused on high-quality dividends, deep research, and a balanced approach to capturing opportunity across cycles.

Central government finances and fiscal policy often receive most of the attention, but for many countries, especially emerging markets (EM), local government spending far outweighs the central government.

Climate change is a financial risk, with extreme weather costing over $2 trillion in the past decade. Our bespoke Climate Scenario Analysis helps investors manage these risks and uncover opportunities by modelling real-world shifts in policy, technology, and company strategies. We focus on credible transition plans and go beyond low-emission sectors to drive real-world decarbonisation and build resilient portfolios.

Ongoing economic strength and tax reform are fuelling corporate profits in the US for companies large and small. Meanwhile, wage growth and rising input costs are putting pressure on margins.

Electrification is accelerating faster than expected, driven by cheaper tech and supportive policy. Fossil fuel-reliant businesses face long-term decline, while opportunities in climate solutions—like future minerals—are growing. Our framework helps investors navigate the transition and find resilient, forward-looking companies.

It looks like 2018 is off to a solid start in the Eurozone. After the strong industrial production print for December 2017, growing 5.2% year-on-year, PMI data this week continued to register high levels of growth in the manufacturing sector.

Robust rental increases and a shrinking construction pipeline are supporting UK income growth. Read more about our UK real estate outlook.

The UK economy continues to show something of a split personality. In manufacturing, conditions look robust, with output having grown by some 5.1% over the past six months in annualised terms.

The key points from our latest quarterly webinar.