Investment Tips

Blue Whale Capital’s Outperformance Matters podcast discusses how to prepare yourself for a market crash.

Head of Global Sustainable Equities Hamish Chamberlayne highlights how AI’s rise is reshaping markets and sustainability, driving massive capital investment while creating both challenges and opportunities for decarbonisation and clean tech growth in 2026.

With industry consolidation and fewer levers to dramatically increase supply, a cautious approach by key players in the semiconductor industry could restrain AI overexuberance, according to portfolio manager Richard Clode.

Explore how retail investors are using AI to make investment decisions. Learn about the benefits and risks of this approach and how to balance them for better financial outcomes.

In his 2026 outlook, Jeremiah Buckley discusses how AI infrastructure spending and productivity gains could help support continued economic and earnings growth.

Modest economic growth should support high yield bonds but rich valuations demand selectivity.

Blue Whale Capital’s Outperformance Matters podcast takes a deep dive into value investing, analysing the factors needed to be successful.

Discover why doing nothing can be a powerful investing strategy. Learn when doing nothing still beats overtrading and can protect and grow your wealth.

Exceptional tech leaders are steering the sector through geopolitical and AI-driven uncertainty, with AI continuing to fuel long-term growth and outperformance—even as questions about its pace and funding arise—supported by fundamentals far stronger than those of the dotcom era.

Big Tech’s increasing reliance on debt to fund the AI race is keeping credit markets cautious, with higher premiums slowing spread tightening and prompting investors to weigh AI investment trends against rising leverage and overall credit fundamentals.