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Long-term insights, headline news and our take on the latest investment themes.
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
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.
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.
Biodiversity loss presents a real and tangible risk for business, and it is increasingly important that investors consider the potential impact that biodiversity loss might have on investee companies.
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.