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Latest Insights
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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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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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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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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
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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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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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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 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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Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
- Tag
- Global Emerging Markets ex. China
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Italian election result
Landslide victory for a right-wing coalition
- Date published
- 30 Sep 2022
- Tag
- European Long-Term Unconstrained