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Stewardship Matters – Edition 11: The Importance Of Culture
In Stewardship Matters 11 we explore why the culture of a company is inherently important and how it can inform the way in which we engage with corporate management and impact on the way in which we do business.
- Date published
- 30 Nov 2023
- Tag
- Stewardship Matters
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Growth Is The Tortoise, Value Is The Hare
Despite the headwinds we currently face, emerging market growth is the place to be in the long term. Although it appears that growth is out of favour, we put this into historical context to show you that emerging market growth stocks are well placed
- Date published
- 27 Nov 2023
- Tag
- Global Emerging Markets
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Reaching the peak
But persistent inflation means investors need to focus on pricing power.
- Date published
- 8 Nov 2023
- Tag
- Global Long-Term Unconstrained
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Performance Review and Outlook
We provide a performance review and outlook on Global Emerging Markets for the third quarter of 2023.
- Date published
- 8 Nov 2023
- Tag
- Global Emerging Markets
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Feeding Inflation
What food can teach us about inflation in the UK and Europe.
- Date published
- 24 Oct 2023
- Tag
- Markets
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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Jackson’s Five
Five key takeaways from the Jackson Hole conference
- Date published
- 27 Sep 2023
- Tag
- Global Long-Term Unconstrained
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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
With the industry focused on environmental products and solutions, we are directing our efforts to the social arena. The need to create a more equitable and fairer society is something we can all agree on and there are many public companies that
- 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