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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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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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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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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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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
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Green tailwinds
In March’s Stock Insights we highlight energy efficiency infrastructure and autos, alongside a consumer stock update.
- Date published
- 16 Mar 2023
- Tag
- Global Long-Term Unconstrained
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Under (margin) pressure - Interim results season update
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
- Tag
- Global Long-Term Unconstrained
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Global Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 Dec 2022
- Tag
- Global Long-Term Unconstrained