Defence stocks have risen - but Claire Titmarsh sees further long-term potential, as governments devote a greater share of national economies to military spending
Filters
Latest Investment Insights
In a world full of uncertainty, we have a responsibility to manage our clients’ investments through the ups and downs, seeking to minimise the risks and find the best opportunities for helping them reach their long-term financial goals. As part of this process, our Investment Insights content looks at some of the key investment themes effecting the global markets.
Latest Responsible Investment Insights
What exactly is responsible investment, and what impact can it have on your own wealth and the world around you? Explore our thought leadership articles, reports and events on this topic to find out more.
6 mins
14 January 2025
Dancing, Drama and Democracy
A family friend recently asked me at a party what I did for a job. I told him I worked in a stewardship team. My role was to look after proxy voting, which involved casting ballots at AGMs. He looked at me perplexed, visibly wondering whether it was worth asking another question – or whether that would leave him even more puzzled. Eventually, he bravely ventured a follow-up: “What happens at an AGM?”
8 mins
22 October 2024
Mind the gap
<p><strong>The heads of UK companies must be scratching their heads.</strong></p>
<p>If they read the British newspapers, they’ll wince at complaints that they’re paid far too much. The High Pay Centre, a campaign group, said in August 2024 <a href="https://www.theguardian.com/business/article/2024/aug/12/ftse-100-chief-executive-pay-reaches-highest-level-on-record" target="_blank">CEO pay at FTSE 100 companies had increased to a record high</a>, with the average chief executive paid 120 times more than the average full-time worker at their own company.</p>
