News

28 Mar 2025
Impax Environmental Markets

Denying climate causality won’t alter the rapidly changing investment landscape

The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric Executive summary Politics aside, asset owners’ interest in the economic opportunities and risks arising from climate-driven trends will continue to shape how capital is allocated Investors need to […]

21 Mar 2025

Alliance Witan 2024 Annual Results

Dean Buckley, Chair and Craig Baker, Chair of the Investment Committee Alliance Witan are pleased to share their annual results for the year ending 31 December 2024. This has been a landmark year for the Company, marked by their promotion to the FTSE 100 following the successful combination with Witan.

14 Mar 2025

Why space, why now: crossing the final frontier

Begin your cosmic journey with Mark Boggett, CEO of Seraphim Space, and Will Whitehorn, Chair of Seraphim Space Investment Trust as they discuss the current SpaceTech landscape and satellite ecosystem. Exploring how this infrastructure is already being built above Earth, dramatically transforming our capabilities across climate, communications, mobility, and security. Find out how the space […]

28 Feb 2025

Blockchain.com: Building Crypto’s Financial Future

Scottish Mortgage manager Tom Slater talks with Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. As with any investment, your capital is at risk. A good reputation is always an asset, but its importance is hard to exaggerate in the world of […]

21 Feb 2025

Healthcare: A compelling argument to take advantage of the volatility

James Douglas, Fund Manager of the Polar Capital Global Healthcare Trust Global equity markets posted positive gains throughout most of 2024 with the main trend appearing to be a rotation into some of the more economically sensitive areas of the market such as information technology and communication services. Comparatively, healthcare really struggled and underperformed the […]

14 Feb 2025

Why you should consider infrastructure debt for your investment portfolio

Phil Kent, Lead Investment Adviser to GCP Infrastructure Investments Ltd Infrastructure is all around us. It’s economic infrastructure, like roads, bridges and airports. It’s social infrastructure such as hospitals and schools. It’s digital infrastructure in the form of communications towers, data centres and networks. And it’s environmental infrastructure, such as offshore wind farms and solar. […]

31 Jan 2025

Private companies: backing tenacious trailblazers

From spaceflight to a new form of entertainment dubbed ‘shared reality’, discover the entrepreneurs and companies forging new paths outside public markets. Baillie Gifford’s Alexander Nicolier explains. Capital at risk. Listen here now

31 Jan 2025

Private companies: backing tenacious trailblazers

From spaceflight to a new form of entertainment dubbed ‘shared reality’, discover the entrepreneurs and companies forging new paths outside public markets. Baillie Gifford’s Alexander Nicolier explains. Capital at risk. Listen here now

13 Dec 2024

Constructive on equipment rental

Vast investment in US megaprojects supports structural demand for rental economy services Chart Description Header: Planned ‘new economy’ / infrastructure investments top US$1.6tn Subhead: Total private and public investment announced in the US, January 2021 to October 2024 Overview: This proportional area chart shows the breakdown of total private and public investment in ‘new economy’ manufacturing and infrastructure […]