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Latest Insights
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Investing in the UN Sustainable Development Goals: Good health and wellbeing
Using our knowledge and engagement with corporates, we look at structural trends and companies making material contributions toward SDG 3.
- Date published
- 1 Jul 2022
- Tag
- Stewardship Matters
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The Leeds Collective
Regular insights from one of the industry’s most experienced UK Equity teams.
- Date published
- 23 Jun 2022
- Tag
- Markets
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UK Smaller Companies: Transformative Trends – The Digital Economy
Dan Green is tapping into four key long-term investment themes where pioneering goods and services are an emerging trend: The Digital Economy, Consumer Brands, Decarbonisation and Content/IP Creation. The first of a four-part series, he decomposes
- Date published
- 9 Jun 2022
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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1952 - 2022: A Platinum Era?
As Her Majesty the Queen approaches the 70th anniversary of her coronation we look back at some of the defining moments under her reign and how the world of investing has evolved since 1952.
- Date published
- 27 May 2022
- Tag
- UK Equity
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FTSE 100: It pays dividends
Remaining popular with investors not least due to the low level of returns available on traditional sources of income, equity income investing offers a unique opportunity to benefit from both a company’s dividend yield as well as their long-term
- Date published
- 25 May 2022
- Tag
- UK Equity
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The Leeds Collective
Regular insights from one of the industry’s most experienced UK Equity teams.
- Date published
- 19 May 2022
- Tag
- Markets
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Rising into Falling Markets, with Lower Volatility
Our Asia Pacific Real Income portfolio design is continuing to provide investors with low volatility outcomes during uncertainty.
- Date published
- 17 May 2022
- Tag
- Asia Pacific Real Income
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
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.
- Date published
- 2 May 2022
- Tag
- Markets