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High-conviction, stock focused emerging market portfolios.
Alpha generation - Investing in the world’s strongest companies.
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Delivering real income and capital growth over the long-term.
Alpha generation - Investing in Europe’s strongest companies.
Insights related to Emerging markets
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Insights focusing on Sustainability issues
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends.
Insights related to the Corona virus outbreak
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Insights covering disruption & innovation around the globe
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Long-term insights, headline news and our take on the latest investment themes.
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
Wage inflation is critical to assessing the risk of inflation turning structural.
Landslide victory for a right-wing coalition
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
Cybersecurity breaches have been steadily rising, and there is a risk, given increased geopolitical tensions, that incidences of state-sponsored cyber security breaches could also be on the rise.
Increased geopolitical tension is increasing the risk of an economic slowdown, however, in a world transitioning towards sustainability, exciting opportunities remain for long-term investors.
As the tragic crisis in Ukraine continues to unfold, we offer our viewpoint on the potential market impacts, both near and longer-term.
As the Russia/Ukraine crisis intensifies, representatives from our investment teams share insights into the current situation, the impact on our portfolios and key risks for the future.
The Q4 result season is well underway and companies are delivering positive surprises across geographies.
With an eventful start to 2022, Zehrid discusses monetary policy, inflation and rising bond yields.
Zehrid Osmani, Head of Global Long-Term Unconstrained highlights a supportive backdrop for equities in 2022.
Zehrid Osmani, Head of Global Long-Term Unconstrained provides insight into Hexagon, a leader in autonomous solutions.