Focal point

Our take on the latest investment themes

View [Europe after the dust settles] EuropeAfterDustSettlesAbstract

Europe after the dust settles

Political chaos continues in the UK and the EU’s leadership reconfigures. Read what this means for investors in Europe.

30 May 2019
View [China’s boost to urbanisation ] ChinaBoostAbstract

China’s boost to urbanisation

by Yu Zhang

Urbanisation, a key driver of economic growth in China, is set to be boosted by a new government policy impacting a vast range of sectors

27 May 2019
View [The power of proxy voting] ESGProxyVotingAbstract

The power of proxy voting

by David Sheasby

Proxy voting season is currently in full swing in Europe, US and parts of Asia, with several key themes emerging

27 May 2019
View [At the heart of disruption in Latin America] Disruption in Latin America

At the heart of disruption in Latin America

by Colin Dishington, Paul Desoisa

Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America. We found examples confirming not only the rapid pace of disruption but the unexpected areas of the economy it is taking place.

8 May 2019
View [Big in Japan] ESGBiginJapanAbstract2

Big in Japan

by David Sheasby

ESG is an increasingly prominent theme in the Japanese investment world, fund managers are acutely aware of the importance of their stewardship duties.

29 April 2019
View [Climate change - Identifying opportunity] IncomeClimateChangeAbstract

Climate change - Identifying opportunity

by Mark Whitehead

Within the next 30 years, global temperatures will be higher than human beings have ever experienced. Every investment decision now needs to account for the effects of climate-related change.

29 April 2019