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UK Small Caps: Transformative Trends - Decarbonisation and three net-zero heroes
In this second instalment of a four-part series, Portfolio Manager, Dan Green looks at the structural transformation being taken towards net-zero carbon solutions in the UK and overseas, highlighting three companies that could benefit.
- Date published
- 10 May 2024
- Tag
- UK Equities
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Seismic thematic shifts bringing opportunities and disruptions
Eight medium-term thematic opportunities catching three seismic shifts.
- Date published
- 8 May 2024
- Tag
- Global Long-Term Unconstrained
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UK Equities: No muddle in the middle webinar
We have all seen the charts underlining the low relative valuations of UK mid- and small-cap stocks. But what could finally provide the trigger for a re-rating? Could it be falling interest rates?
- Date published
- 3 May 2024
- Tag
- UK Equities
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UK Equities: Interest rates remain the topic of the day
Read the latest quarterly update from the UK equity team.
- Date published
- 2 May 2024
- Tag
- UK Equities
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Stewardship Annual Report 2024
We’ve evolved our approach to stewardship over the last two decades. 2023 has seen the launch of our first social impact strategy, progress on our climate and diversity goals and greater recognition for our investor-led model from the PRI.
- Date published
- 1 May 2024
- Tag
- Stewardship Matters
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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 Equities
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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 Equities