Guinness Global Investors

Gilts and energy shocks: an unhappy relationship The gilt market has once again been reminded of something it knows well: when energy prices surge, UK bonds can reprice aggressively. Read our latest insight to learn what it means for gilts, and where value may now be emerging. guinnessgi.com/insights/gilts… #marketingcommunication #capitalatrisk

Proud to support our partner @SinfoniaSmithSq's Easter Festival, featuring Bach’s St John Passion and a series of choral performances celebrating the season. Discover the full festival programme here: sinfoniasmithsq.org.uk/whats-on/

Our European Equity Income Fund was featured in Rankia Pro, with Will James sharing views on opportunities in European equities and the long-term case for high-quality businesses. Read the full article here: rankiapro.com/en/insights/ra… This is a marketing communication. Capital at risk.

Electricity demand is now growing faster than GDP, driven by data centres and electrification, in a new structural investment theme. Read our latest Sustainable Energy commentary for insights into the International Energy Agency’s latest data: guinnessgi.com/commentaries/s… This is a marketing communication. Capital at risk.

Globally, only ~10% of plastic is recycled. Read our insight on our engagement with Consumer Staples companies on the transition to circularity. This is a marketing communication. Capital at risk.

How do you stay updated on market trends? We’ve launched a WhatsApp channel with weekly market insights. Visit our website to sign up. Marketing communication. Capital at risk.

Is the market underestimating how much Asia’s growth model has changed? AI, manufacturing and semiconductors are reshaping leadership. Watch the video below to find out why. Marketing communication. Capital at risk.

2025 told two very different stories. 2026 may be even more interesting. As easing rates reshape the backdrop, infrastructure and real estate are seeing improving fundamentals and more attractive income opportunities. Watch our 2026 outlook for Real Assets below. This is a marketing communication. Capital at risk.

When markets tighten, quality matters. As attention shifts towards 2026, high-quality equity income is back in focus, as highlighted by @ii_couk. Our Global Equity Income Fund prioritises strong cash generation and disciplined management. This is a marketing communication. Capital at risk.

Sustainable energy had a strong 2025. The outlook for 2026 could be even bigger. Clearer policy, easing rates and rising power demand are lifting the sector. Watch the video below to see why electrification, AI and grid investment are central to the next phase. This is a marketing communication. Capital at risk.

As 2026 begins, UK and European markets are sending a clear signal. The FTSE 100 has broken new ground, defence stocks are rebounding, and geopolitics are reshaping returns. Our European Equity Income PM Will James shared his outlook with @InvestmentWeek . This is a marketing communication. Capital at risk.

We’re pleased to share that our Asian Equity Income Fund has received a rating from Rayner Spencer Mills Research (@RSMRposts). A great endorsement of the team’s disciplined approach and focus on quality income across Asian equity markets. This is a marketing communication. Capital at risk.

With 2026 just days away, our portfolio managers will soon be sharing their outlooks for the year ahead. Insights from our Global, Energy, Asia, Europe and Real Assets teams will be released shortly, in both video and written formats. Stay tuned to ensure you don’t miss these updates - click here to keep informed: guinnessgi.com/commentaries #marketingcommunication #updates #2026 #outlook

As markets look ahead to 2026, opportunities are emerging beyond US mega-cap technology. Our portfolio manager Ian Mortimer, co-manager of our Guinness Global Equity Income, notes in @_moneymarketing 's latest article that quality sectors such as consumer staples and healthcare have lagged despite strong fundamentals and attractive dividend profiles. “Consumer staples are trading at discounts to where they’ve been historically and yet the businesses are doing very well, and paying high dividends from strong earnings. It’s a similar picture for the healthcare sector. There are good opportunities out there, away from these big technology names.” With dividends remaining robust, income-focused investors may find compelling value in areas that have been overlooked. Read the full article here: Darius McDermott: moneymarketing.co.uk/opinion/darius… #marketingcommunication #dividends #investing #capitalatrisk

Why do real assets matter in volatile markets? Their inflation-linked cash flows and resilience have stood out during 2025’s uncertainty. Watch our latest video to find out more. This is a marketing communication. Capital at risk.

AI Is Driving a Surge in US Power Demand AI data centres are transforming the US energy landscape. After decades of flat growth, electricity demand is rising fast - and the grid is struggling to keep pace. ▪️Hyperscalers set to spend ~$350bn in 2025 ▪️AI, reshoring & electrification could add 900TWh by 2035 ▪️Interconnection delays of 4–10 years are now the biggest bottleneck Renewables + storage are the cheapest, fastest solutions - but the US needs $500bn+ in grid investment to unlock them. AI isn’t just changing tech. It’s changing the power system that underpins the economy. Learn more in our latest insight: guinnessgi.com/insights/ai-ex…

As we approach the end of the year, it is a good time to review our latest fund updates. Our monthly and quarterly commentaries provide clear, structured insights into: • Portfolio positioning: including recent adjustments made in response to evolving market conditions. • Performance attribution: covering total return, yield, and relative performance against benchmarks. • Market context: outlining the key macroeconomic and sector trends influencing our investment strategies. For those invested in, or evaluating, our sustainable growth and equity income funds, these commentaries offer a concise overview of current positioning and forward-looking considerations as we head into 2026. See our full range here: Guinness Investment Commentaries guinnessgi.com/commentaries #marketingcommunication #capitalatrisk #invsting #updates

AI infrastructure spending has surged since the launch of ChatGPT, but can funding keep up? Our latest video looks at hyperscaler capex, financing structures and valuations. This is a marketing communication. Capital at risk

Thank you to everyone who joined our Investor Conference in Harrogate yesterday. It was a pleasure to welcome such an engaged group for roundtables on Asia, Europe, Real Assets and Global Equities. We really appreciate your time and insights. 💡 This is a marketing communication.

Real Assets - A Critical Foundation 🏗️ At our Manchester Investor Conference, Mark Brennan shared why now may be a turning point for real assets as inflation, policy & rates shift. Utilities & data centres are evolving into growth stories. This is a marketing communication. Capital at risk.