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Latest Insights
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Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- Global Long-Term Unconstrained
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Why we don't invest in banks
Many of our investors and followers know that within our Long-Term Unconstrained equities strategies, our approach to investing is centered on investing in quality growth companies, with sustainable business models.
- Date published
- 17 Apr 2023
- Tag
- Global Long-Term Unconstrained
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An ever more disruptive decade asserts itself
Despite the risks, innovation brings opportunity, read Zehrid Osmani’s March Investment Outlook update.
- Date published
- 27 Mar 2023
- Tag
- Global Long-Term Unconstrained
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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International Investment Outlook
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 15 Jan 2022
- Tag
- Global Long-Term Unconstrained