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Fireworks at Westminster
As the nascent Conservative cabinet grapple with an explosive inauguration, UK equity investors can draw parallels with the foiled gunpowder plot of 1605.
- Date published
- 3 Nov 2022
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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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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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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
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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
- Tag
- Global Emerging Markets
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Positive Momentum in Emerging Markets
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.
- Date published
- 16 Feb 2021
- Tag
- Global Emerging Markets
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Long-Term Unconstrained: Quarterly Update
The opportunities and risks in the post-pandemic world.
- Date published
- 4 Feb 2021
- Tag
- Global Long-Term Unconstrained