Market Insights

YouTube was the pioneer of influencer culture and key to the creator economy that has become extraordinarily successful. 

We originally bought AIA in 2010 after its longtime owner, AIG, decided to IPO the business and sell down its shares. It subsequently became the GBI fund’s first-ever holding at launch in 2013. 

Prandhana Naidu explores Alphabet.

A look at what’s driving AI growth, why many risks already appear priced in, and why high valuations could pose challenges for newer, more indebted companies.

Mark Sloan explores GE aerospace.

Tom Jeffcoate explores a new investment.

It processes over 300bn transactions a year with a total value in excess of $16 trillion.

Silicon microchips are arguably the most important devices made in the world today. They provide the processing and memory brain power of all electronic technologies.

There were nine times as many billion-dollar weather-related disasters in the US in 2024 than in 1980, with the annual cost of such storms rising from $46bn to $185bn over the period.

The arrival of OpenAI’s ChatGPT in late 2022 fired the starting gun on a global arms race to achieve scale in generative AI. 

The investment theme also referred to as ‘Industry 4.0’ or just ‘4IR’, encapsulates the broad-based adoption and application of new technology and data analytics across all sectors and all enterprises around the world. 

In recent years, the success of the US equity market has been such that it’s become known as ‘US exceptionalism’. 

Tom Jeffcoate explores a new investment.

Scouring for growth opportunities in a world of Tech titans