28th May 2020

Square Mile Research: UK equities: Overblown short-term fears

COVID-19 has created huge uncertainty in markets. While the FTSE 100 is up from its lows in March, it is still languishing well below its peak. We therefore asked Chris Murphy, Senior Portfolio Manager for UK Equities, for his thoughts on the crisis, his outlook for corporate dividends and profits, where he sees the biggest risks and opportunities, as well as what changes he has been making to his portfolio.

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Investments, Investment Commentary, UK

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Baillie Gifford Cautious Managed Fund Q2 2026 investment update

Investment specialist Barry Templeton gives an update on the Cautious Managed Fund covering Q2 2026.

Pictet: Sizing AI’s environmental footprint

Viktoras Kulionis puts AI’s thirst for power into context. To some environmental commentators, AI is the real-world equivalent of Erysichthon, the mythical Greek king who was cursed with a destructive and insatiable hunger.

M&G: Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

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