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Thinking

Investing with Perspective

A space for evolving perspectives on investing— lifting the hood on what's happening inside the funds, alongside our thinking, insights from third party managers, and informed views on managing wealth in a changing world.

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Thought Pieces
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Thought Pieces
Oil Refinery - Thought Pieces

January 2026: Energy Sector Outlook: Where Are We in the Cycle and What Could Drive the Oil Price Higher?

Oil prices have lagged other commodities in recent years despite tightening supply conditions and weakening investment. This raises the possibility that the energy sector may be approaching an inflection point …

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Thought Pieces
Water purification - Thought Pieces

December 2025: Water & Waste: An Investment Theme

Why Water & Waste Matters for Investors A growing global need driven by urbanisation, consumption, and resource scarcity Essential services societies rely on every day Resilient, long-term business models with …

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