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Latest Insights
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Long-Term Unconstrained
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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
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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
- Long-Term Unconstrained
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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
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EU Green Deal leads the way
EU policymakers appear to remain committed to a green stimulus, but will COVID-19 and the massive stimulus packages deployed to deal with it have a direct and adverse impact on the timing of the execution of the Green Deal?
- Date published
- 24 Aug 2020
- Tag
- Covid-19
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Our Global Long-Term Unconstrained ESG Integration
In the paper, Zed explains how ESG is integrated throughout the investment process. From determining which stocks progress to in-depth fundamental research, the usage of their proprietary ESG risk scoring system and finally how analysis of ESG
- Date published
- 20 Aug 2020
- Tag
- Global Long-Term Unconstrained
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Podcast: Sustainable investing through the crisis
In his latest podcast, Zehrid Osmani outlines why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
- Date published
- 4 Jun 2020
- Tag
- Covid-19
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Podcast: Q1 earnings season wrap-up – maintaining our conviction
Zehrid Osmani summarises the recent earnings season, reveals his Q2 forecasts, and explains how he maintains conviction in current markets.
- Date published
- 21 May 2020
- Tag
- Global
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Podcast: Interrogating the earnings outlook
Zehrid Osmani’s latest podcast focuses on the scale of current earnings revisions and explains his playbook for assessing these risks in a long-term investment case.
- Date published
- 7 May 2020
- Tag
- Long-Term Unconstrained
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Podcast: Anatomy of the market recovery
In his latest podcast, Zehrid Osmani, dissects the equity market rebound, asks if it is sustainable or a bear market rally, and what the shape of the longer-term recovery will be.
- Date published
- 21 Apr 2020
- Tag
- Covid-19
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Podcast: The bull/bear battle
Zehrid Osmani provides his view on current markets, potential opportunities in a post-pandemic world, and a summary of the in-depth research process.
- Date published
- 9 Apr 2020
- Tag
- Long-Term Unconstrained
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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