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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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European Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- European Long-Term Unconstrained
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2023 Stewardship Annual Report
In an environment where the term, ‘ESG’, has become politicised, we ask whether it is time to focus on stewardship, sustainability and impact to undertake better investment analysis, support our clients’ interests and contribute to solving
- Date published
- 2 May 2023
- Tag
- Stewardship Matters
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It’s high time to look again at Asia Pacific REITs
Attractive valuations, re-opening, and ongoing structural demand from urbanisation mean that this part of the Real Asset market is well positioned to shine again.
- Date published
- 1 May 2023
- Tag
- Asia Pacific Urban Trends Income
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Why we don't invest in banks
Many of our investors and followers know that within our Long-Term Unconstrained equities strategies, our approach to investing is centered on investing in quality growth companies, with sustainable business models.
- Date published
- 17 Apr 2023
- Tag
- Global Long-Term Unconstrained
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The most pressing questions on Chinese financials
Portfolio Manager, Paul Sloane, goes through some of the most pressing questions on investors' minds today.
- Date published
- 11 Apr 2023
- Tag
- Global Emerging Markets
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An ever more disruptive decade asserts itself
Despite the risks, innovation brings opportunity, read Zehrid Osmani’s March Investment Outlook update.
- Date published
- 27 Mar 2023
- Tag
- Global Long-Term Unconstrained
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Tales from the road: Intrigued by India
Portfolio Manager Aimee Truesdale recently conducted a research trip to India. Here, we outline her key observations around the exciting growth opportunities in India.
- Date published
- 17 Mar 2023
- Tag
- Global Emerging Markets
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 17 Jan 2023
- Tag
- Global Emerging Markets
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Sustainability and Stewardship Outlook
2023 is set to have an increased focus on real-world impact.
- Date published
- 9 Jan 2023
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets