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This week: Where to invest when everything is moving

Oil remains above US$100, the Fed has raised rates, and investors are pulling money from equities. But this week’s research isn’t just about the risks – we’ve found new opportunities in two very different corners of the market: healthcare and robotics.

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This week: The shocks still working through the system

The effects of the Strait of Hormuz disruption may only just be reaching consumers, while inflation and geopolitical risks continue to build. This week, we look at what could come next – plus how AI agents are creating entirely new ways to make money.

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The fundamentals are still delivering

Markets have been volatile, but the businesses behind some of our biggest long-term themes continue to deliver. Sam Volkering runs through the latest portfolio earnings, from booming AI and memory demand to the stocks requiring a closer watch – and explains why he believes patience remains key.

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