Are the Magnificent 7 still driving markets - or is the momentum shifting? After underperforming in Q1, the Mag7 bounced back strongly in Q2, contributing around a third of the MSCI World Index return. But looking ahead, we’re watching two key themes: - Can these companies turn

After so many cab rides to visit clients, Harry Fife has taken the logical next step! #taxi #ooh #officelife

The way we generate and consume electricity is changing and so must the infrastructure that supports it. As the world transitions from traditional sources like coal and nuclear to renewables, demand from sectors like data centres continues to grow rapidly. This transformation

Concerns are mounting over the long-term US fiscal outlook. The recently passed One Big Beautiful Bill introduced sweeping tax cuts and spending increases, adding over $3 trillion to the deficit by 2034 before interest costs. Combined with trade frictions and political

European markets continued to be well supported in Q2 2025 following a strong first quarter. Markets looked through the tariff noise and put more weight on a combination of relative valuations, a weaker dollar and the tangible signs that Europe appears to be taking action to

Mag7: Still in the driver’s seat, or passing the baton? The so-called ‘Magnificent 7’ stumbled in Q1, but stormed back in Q2 - accounting for about a third of the MSCI World Index return. Now, the spotlight turns to two crucial questions: Will their heavy bets on AI

We are pleased to announce that we are sponsoring the Square Mile Investment Consulting & Research Limited 2025 Investment Conference. Where our global team portfolio manager Matthew Page page will be looking at ‘Global Equities: Home and Away’ and discussing various themes

Planning your route to our Annual Conference? No problem - our Guinness-branded Electric Taxis are all around London. Catch one on the 16th September to make sure you don’t miss the brilliant line-up of speakers and discussions on everything from global equities to real assets

What does the trade war mean for emerging market equities? The ongoing US-China trade tensions continue to pose risks for the emerging market. However, with China’s growing expertise in advanced manufacturing and the difficult fiscal position of the US, the outcome of this trade

With our Annual Conference two weeks away, our portfolio managers are getting ready to share their expertise and bring you investment insight on sectors and regions around the world. Watch this short video from Mark Brennan to hear more about what to expect on Real Assets and

The operating environment for companies and for markets is becoming increasingly challenging. Register now for our Annual Conference on the 16th September where CIO Edmund Harriss will be looking at opportunities in Asia and investing in quality companies:

With inflation once again at the forefront of investors minds, our portfolio manager Mark Brennan looks at how real asset companies can be a source of mitigation in the current environment. Watch the short video below to find out more and to see more on the Fund click here:

Renewables, conventional energy and electricity demand. At our Annual Conference on 16th September our Specialist Team will be talking all things energy and giving an outlook for the sector. Register now to secure your place: ow.ly/rUIN50WUvoK For professional

Why does Europe deserve your attention? Portfolio manager Will James will be looking at the opportunity set in European equities and why investors are right to be looking to the region. To secure your place register here: ow.ly/lfjw50WUYJW For professional investors

Watch yesterday’s live Guinness Global Real Assets webcast where portfolio manager Mark Brennan introduces the strategy and explains why this macroeconomic environment creates a compelling entry point for real asset exposure. For professional investors only. Watch here:

How are real asset companies exposed to AI? In our latest video Portfolio Manager Mark Brennan looks at the substantial growth in AI in relation to real assets and the wide set of related opportunities within the sector. For more information: guinnessgi.com/funds/guinness…

In our ‘back to school’ report for global energy our team considers the various factors affecting global oil supply and demand including OPEC+ quota increases and the effect of tariffs on oil demand growth. Find out why in their latest commentary: ow.ly/abbv50WY4fe

Reporting from our Annual Conference, Investment Week features Guinness European Equity Income portfolio manager Will James on undervalued, high-quality stocks in Europe: ow.ly/vMNp50WYAuP #marketingcommunication #europe

In our latest Global Equity Income commentary, the portfolio managers discuss growing concentration in the S&P 500 and the effect of the Magnificent 7. Should investors be concerned? Read their analysis and the key macroeconomic news flow affecting markets: