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Latest Insights
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Portfolio insight - WEG research case study
We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.
- Date published
- 1 Sep 2022
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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
- Technology
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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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
- Markets
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Supply chain disruption and high volatility
Global implications of Russia’s war on Ukraine.
- Date published
- 21 Mar 2022
- Tag
- Markets
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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
- Markets
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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
- Markets
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Russia: geopolitical risk reaches crisis point
As geopolitical tension mounts around Russia and Ukraine, our Global Emerging Markets team shares some insights into what is happening, the risks and what it means for the portfolio.
- Date published
- 24 Feb 2022
- Tag
- Global Emerging Markets
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Global Emerging Markets 2022 Outlook
We saw many of our portfolio companies perform well in 2021 despite the turbulent market environment – there remain plenty of reasons for optimism as we enter 2022.
- Date published
- 18 Jan 2022
- Tag
- Global Emerging Markets
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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
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Inside story: Hexagon
Zehrid Osmani, Head of Global Long-Term Unconstrained provides insight into Hexagon, a leader in autonomous solutions.
- Date published
- 9 Dec 2021
- Tag
- Global Long-Term Unconstrained