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Embracing Disruption

AI’s growing thirst for water

AI’s rapid growth brings an underappreciated sustainability challenge: water. Morgan Stanley projects an 11x increase in AI-related water consumption by 2028, primarily from cooling and electricity generation. While the absolute numbers are modest globally, the localised impacts in water-stressed regions are severe, with climate change amplifying risks. For policymakers, this means balancing innovation with resource sustainability. For investors, it presents both risks (regulation, project delays, reputational damage) and opportunities (in enablers, renewables, and stewardship leaders).

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Recent insights

Navigating Rates

Fixed Income Forward – December 2025

We favour front-end US rates and longer-dated exposure in emerging market debt from the likes of Brazil, Peru, South Africa and Malaysia.

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4 days ago

Embracing Disruption

Battery technology

Investors are increasingly aware of China’s growing dominance in electric vehicles (EVs). Yet while the headlines often focus on the volume of EV sales, the story of China’s rise to global leadership lies in large part “beneath the hood” – making the right bet on batteries.

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27/11/2025

Navigating Rates

Gold: the portfolio differentiator

In the first in a series on the new key components of a diversified multi asset portfolio, we explore how global uncertainty is breathing new life into one of the oldest financial assets: gold. Why is gold becoming an essential element of multi asset portfolios and a powerful tool for diversification?

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26/11/2025

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