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Latest Insights
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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
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Five ways we seek out Sustainable Opportunities with Financial Returns
Celebrating the strategy’s three-year anniversary in May, we’ve delved into the five key factors and considerations that have underpinned the sustainability and financial credentials of our MCA Sustainable Equity portfolio since its launch.
- Date published
- 12 Jun 2023
- Tag
- Australia Sustainable Equity
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Moving Beyond ESG- Reaching for a more sustainable future
Over the last decade, stewardship and sustainability have evolved rapidly, driven by a mixture of growing investor demand, increased sophistication to manage risk, improved reporting and enhanced regulation.
- Date published
- 1 Jun 2023
- Tag
- Stewardship & Sustainability
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Moving Beyond ESG- Stewardship, Sustainability & Impact
Our view is that the term ‘ESG’ is not fit for purpose. As such we have organized ourselves now with a focus on what we think should replace it.
- Date published
- 25 May 2023
- Tag
- Stewardship & Sustainability
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Moving beyond ESG- Replacing ESG
Sustainable investment has become a significant trend in financial markets as science and society address a growing range of issues that pose risk and opportunity: biodiversity protection, water management, extreme weather events, diversity, equity
- Date published
- 18 May 2023
- Tag
- Stewardship & Sustainability
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Global Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- Global Long-Term Unconstrained