Search
Latest Insights
-
Podcast: The opportunities offered by the market pull-back
Zehrid Osmani, Head of Long-Term Unconstrained, offers you his opinion on current opportunities.
- Date published
- 27 Mar 2020
- Tag
- Covid-19
-
The Outlook for 2020
Our portfolio managers share their focus for the year ahead
- Date published
- 4 Dec 2019
- Tag
- Global
-
Long-Term Mega Trends
We have identified three Mega Trends - Demographic Change, Future of Technology and Resource Scarcity - that are going to be driving market dynamics in various segments on a multi-decades time frame.
- Date published
- 24 Oct 2019
- Tag
- Global Long-Term Unconstrained
-
Global Long-Term Unconstrained update - October 2019
Zehrid Osmani provides an update on the Global Long-Term Unconstrained strategy and market.
- Date published
- 11 Oct 2019
- Tag
- Global Long-Term Unconstrained
-
Second-half year outlooks 2019
Our portfolio managers look at what's in store for the remainder of 2019.
- Date published
- 4 Sep 2019
- Tag
- Global
-
Investing in the electric vehicle ecosystem
The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand. We are looking at all areas of the value chain for the EV investment opportunities.
- Date published
- 18 Jun 2019
- Tag
- Electric vehicles