Search
Latest insights
-
Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained
-
European Long-Term Unconstrained quarterly update - Q3 2023
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 18 Jul 2023
- Tag
- European Long-Term Unconstrained
-
Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
-
Our three pillars of social impact
What they are and why they matter.
- Date published
- 11 Jul 2023
- Tag
- Improving Society Strategy
-
Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
-
Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
-
A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
-
Why Now For UK Mid Caps?
After a tough period of underperformance for UK mid cap stocks, we believe that investors should be reminded of some of the key characteristics that make the FTSE 250 a particularly attractive space at the present time.
- Date published
- 21 Jun 2023
- Tag
- UK Equities
-
Tales from the road: Semiconductors sustainability journey in Taiwan
Portfolio Manager, Divya Mathur, recently conducted a research trip to Taiwan. Here, we outline key observations around the opportunities in the country.
- Date published
- 19 Jun 2023
- Tag
- Global Emerging Markets
-
UK equities- shifting to a more positive narrative
UK equities have fallen out of fashion in recent years—not helped by a slew of negative headlines. However, Martin Currie’s Ben Russon believes it is time to change the narrative to a more positive one, and shares the reasons for his optimism.
- Date published
- 6 Jun 2023
- Tag
- UK Equities
-
Moving Beyond ESG- Reaching for a more sustainable future
Over the last decade, stewardship and sustainability have evolved rapidly, driven by a mixture of growing investor demand, increased sophistication to manage risk, improved reporting and enhanced regulation.
- Date published
- 1 Jun 2023
- Tag
- Stewardship & Sustainability
-
A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained