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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
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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60 seconds with Zehrid Osmani - September 2022
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
- Date published
- 21 Sep 2022
- Tag
- Global Long-Term Unconstrained
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Cybersecurity - Defragmenting the market
Cybersecurity breaches have been steadily rising, and there is a risk, given increased geopolitical tensions, that incidences of state-sponsored cyber security breaches could also be on the rise.
- Date published
- 26 Jul 2022
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
- Date published
- 2 May 2022
- Tag
- Global Long-Term Unconstrained
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Russia/Ukraine conflict: Market Outlook
As the tragic crisis in Ukraine continues to unfold, we offer our viewpoint on the potential market impacts, both near and longer-term.
- Date published
- 18 Mar 2022
- Tag
- Global Long-Term Unconstrained
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Investment roundtable - Russia/Ukraine conflict
As the Russia/Ukraine crisis intensifies, representatives from our investment teams share insights into the current situation, the impact on our portfolios and key risks for the future.
- Date published
- 4 Mar 2022
- Tag
- Global Long-Term Unconstrained
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Q4 reporting season update
The Q4 result season is well underway and companies are delivering positive surprises across geographies.
- Date published
- 1 Mar 2022
- Tag
- Global Long-Term Unconstrained
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60 seconds with Zehrid Osmani
With an eventful start to 2022, Zehrid discusses monetary policy, inflation and rising bond yields.
- Date published
- 26 Jan 2022
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained 2022 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained highlights a supportive backdrop for equities in 2022.
- Date published
- 15 Dec 2021
- Tag
- Global Long-Term Unconstrained