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Latest Insights
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Impact Stories - Intuitive Surgical
We explore Intuitive Surgical, Global leaders in minimally invasive care and the pioneers of robot assisted surgery.
- Date published
- 10 Apr 2024
- Tag
- Improving Society Strategy
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Global Emerging Markets Performance Review Q1 2024
We provide a performance review on Global Emerging Markets for the first quarter of 2024.
- Date published
- 5 Apr 2024
- Tag
- Global Emerging Markets
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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UK Equities: No muddle in the middle!
With history set to repeat itself, why the time is now for UK mid-caps.
- Date published
- 25 Mar 2024
- Tag
- UK Equity
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Stewardship Matters – Edition 12: The path to Net Zero
This edition focuses on the path to net zero and provides an update on the progress being made by our investment teams and the outcome of our Australian conference on sustainability, on our Pathway to 2030.
- Date published
- 18 Mar 2024
- Tag
- Stewardship Matters
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UK Small Caps: Transformative Trends
Portfolio Manager, Dan Green taps into four key long-term investment themes where pioneering goods and services are an emerging trend: The digital economy, consumer brands, content & intellectual property (IP) creation and decarbonisation.
- Date published
- 13 Mar 2024
- Tag
- UK Equity
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained
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Artificial Intelligence - Everyone's Talking About It
It is clear that AI is here to stay. If companies want to succeed, they need to adopt or enable.
- Date published
- 20 Feb 2024
- Tag
- Global Emerging Markets
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UK Monthly Macro - January 2024
A hawkish start to 2024 has weighed on UK equity market sentiment. But despite the surprise of higher than expected inflation, economic data remained strong, and central banks including the Bank of England (BOE) kept rates on hold.
- Date published
- 8 Feb 2024
- Tag
- UK Equity
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Quality Growth positioned to succeed over the long term
While we’ve experienced the largest rotation from growth to value in the past 25 years, we believe that investing in world class businesses positioned to take advantage of strong secular growth opportunities across emerging markets will be the
- Date published
- 8 Feb 2024
- Tag
- Global Emerging Markets
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UK Monthly Macro - December 2023
Looking to 2024, in contrast with expectations at the start of this year, there is much to be positive about.
- Date published
- 29 Jan 2024
- Tag
- UK Equity