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Stewardship Matters – Edition 9: Achieving positive change
Investors are increasingly seeking positive governance and sustainability impacts alongside financial returns, and engagement can help ensure companies operate with better practices.
- Date published
- 22 Feb 2023
- Tag
- Stewardship Matters
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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
- Tag
- Improving Society Strategy
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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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Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
- Date published
- 20 Oct 2022
- Tag
- Stewardship Matters
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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
- Tag
- Global Emerging Markets
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Investing in the UN Sustainable Development Goals: Good health and wellbeing
Using our knowledge and engagement with corporates, we look at structural trends and companies making material contributions toward SDG 3.
- Date published
- 1 Jul 2022
- Tag
- Stewardship Matters
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 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
- Global Long-Term Unconstrained
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Seven important Stewardship themes for 2022
All around the globe, 2022 will see significant changes in the stewardship landscape as it moves even more into mainstream investing.
- Date published
- 26 Jan 2022
- Tag
- Stewardship Matters
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Stewardship Matters – Edition 5: Investing in Biodiversity
Biodiversity loss presents a real and tangible risk for business, and it is increasingly important that investors consider the potential impact that biodiversity loss might have on investee companies.
- Date published
- 19 Jan 2022
- Tag
- Stewardship Matters
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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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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