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Our take on the latest investment themes

View [Podcast: Managing emerging market volatility] Emerging market volatility

Podcast: Managing emerging market volatility

by Paul Sloane

Portfolio Manager, Paul Sloane, explains what’s been happening in emerging markets and how having a balanced portfolio acts as a major noise reduction tool.

2 April 2020
View [Insurance in Emerging Markets] Insurance In Emerging Markets Abstract

Insurance in Emerging Markets

by Paul Sloane

Under-penetration in financial services, rising wealth levels, and an increasing agenda of financial inclusion all support a strong growth trajectory for insurance across emerging markets. Combined with the rapid adoption of technology, we see this market evolving at pace and presenting a significant opportunity for investors.

2 February 2020
View [Getting to grips with India’s financial ecosystem] Mumbai is updating

Getting to grips with India’s financial ecosystem

by Paul Sloane

The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector.

18 April 2019
View [Is it a bank - or a tech firm?] Bank or tech

Is it a bank - or a tech firm?

by Paul Sloane

The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind.

4 January 2019