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Latest Insights
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The last of the summer rate hikes
Peak rates nearing, recession fears receding.
- Date published
- 15 Aug 2023
- Tag
- Global Long-Term Unconstrained
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Real Assets: Making a real difference
Income opportunities while helping enrich the communities Real Assets are located in.
- Date published
- 10 Aug 2023
- Tag
- Australia Real Income
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The seven Sustainable Development Goals
Unleashing the incredible investment and impact potential of the Sustainable Development Goals.
- Date published
- 4 Aug 2023
- Tag
- Improving Society Strategy
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Stewardship Matters – Edition 10: Making an Impact
This edition focuses on how we are making an impact at both company and industry level together with an update on our active engagement and monitoring, year to date (YTD to 30 June 2023).
- Date published
- 28 Jul 2023
- Tag
- Stewardship Matters
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Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained quarterly update - Q3 2023
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 18 Jul 2023
- Tag
- Global Long-Term Unconstrained
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Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
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Our three pillars of social impact
What they are and why they matter.
- Date published
- 11 Jul 2023
- Tag
- Improving Society Strategy
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Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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Tales from the road: Semiconductors sustainability journey in Taiwan
Portfolio Manager, Divya Mathur, recently conducted a research trip to Taiwan. Here, we outline key observations around the opportunities in the country.
- Date published
- 19 Jun 2023
- Tag
- Global Emerging Markets