Search
Latest Insights
-
60 seconds with Zehrid Osmani
With an eventful start to 2022, Zehrid discusses monetary policy, inflation and rising bond yields.
- Date published
- 26 Jan 2022
- Tag
- Global Long-Term Unconstrained
-
Long-Term Unconstrained Inside stories
The inside story on the leading companies in our global portfolio and why they offer sustainable, long-term growth potential.
- Date published
- 30 Jun 2021
- Tag
- Global Long-Term Unconstrained
-
Inside story: Assa Abloy
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Assa Abloy, the largest global supplier of intelligent lock and security solutions.
- Date published
- 28 Jun 2021
- Tag
- Disruption & Innovation
-
Inside story: Masimo
Zehrid Osmani, Head of Long-Term Unconstrained, provides an insight into Masimo, a key stock and a leader in the non-invasive patient monitoring hospital devices and technologies.
- Date published
- 26 Jun 2021
- Tag
- Disruption & Innovation
-
Inside story: Moncler
Zehrid Osmani, Head of Long-Term Unconstrained, on luxury apparel company, Moncler.
- Date published
- 24 Jun 2021
- Tag
- Disruption & Innovation
-
Inside story: Ferrari
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Italian luxury sports car manufacturer, Ferrari.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
-
Inside story: Atlas Copco
Zehrid Osmani, Head of Global Long-Term Unconstrained, provides an insight into Atlas Copco, a long-established global manufacturer of industrial tools and equipment.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
-
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
- 16 Jun 2021
- Tag
- Disruption & Innovation
-
Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained
-
2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Long-Term Unconstrained
-
US post-election comment: decision pending
With the US presidential election results still uncertain – and looking harder to call than pre-election polls indicated...
- Date published
- 4 Nov 2020
- Tag
- Global Long-Term Unconstrained
-
ESG – our expertise
The in-depth analysis and process that underpins our world-class Environmental, Social and Governance (ESG) credentials.
- Date published
- 2 Nov 2020
- Tag
- European Long-Term Unconstrained