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Latest Insights
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Mapping the EM journey
In this series, we will put into context the recent difficult period and explore the key reasons why we believe one should continue allocating to EM equities.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - India
We believe that India has the potential to drive returns in EM over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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UK's economic recovery gathers momentum
UK quarterly macro update.
- Date published
- 7 Aug 2024
- Tag
- UK Equities
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UK Small Caps: Transformative Trends - The customer is always right
In the final instalment in our four-part series, Portfolio Manager, Dan Green, discusses how three resilient consumer brands are offering a competitive edge for investors.
- Date published
- 7 Aug 2024
- Tag
- UK Equities
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(Olympic) gold and stock market returns
What does Team GB's Olympic performance mean for your investment returns?
- Date published
- 22 Jul 2024
- Tag
- UK Equities
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Global Long-Term Unconstrained
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK election result 2024
Stability makes the UK even more investable.
- Date published
- 7 Jul 2024
- Tag
- UK Equities