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Getting over the stagflation wall
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.
- Date published
- 11 Nov 2022
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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UK Smaller Companies: A Decade of Outperformance
The FTF Martin Currie UK Smaller Companies Fund celebrated its ten-year milestone on September 1st 2022, marking a decade since the portfolio’s reposition to its existing investment philosophy. Richard Bullas and Dan Green reflect on the
- Date published
- 10 Nov 2022
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Fireworks at Westminster
As the nascent Conservative cabinet grapple with an explosive inauguration, UK equity investors can draw parallels with the foiled gunpowder plot of 1605.
- Date published
- 3 Nov 2022
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Fireworks at Westminster
As the nascent Conservative cabinet grapple with an explosive inauguration, UK equity investors can draw parallels with the foiled gunpowder plot of 1605.
- Date published
- 3 Nov 2022
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
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History made in Downing Street
Following the collapse of the “Trussenomics” era, Ben Russon and Will Bradwell assess the task ahead for Rishi Sunak and how the UK market may react to the newly appointed prime minister.
- Date published
- 26 Oct 2022
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Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
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Mini-budget, Maxi-consequences
Engulfed by panic, UK investors are reacting to the extraordinary degree of debt-funded fiscal loosening announced by the treasury. Ben Russon reflects on the Chancellor’s ‘mini’ budget and assesses the opportunities arising for UK equity
- Date published
- 3 Oct 2022
- Tag
- UK Equity
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Italian election result
Landslide victory for a right-wing coalition
- Date published
- 30 Sep 2022
- Tag
- European Long-Term Unconstrained
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Australian Reporting Season Wrap - “Paying the piper”
What has been the impact of the current environment on Australian company results and outlooks this reporting season? What are companies doing to combat shrinking profit margins due to falling revenue and/or higher costs? And what does this mean for
- Date published
- 29 Sep 2022
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60 seconds with Zehrid Osmani - September 2022
Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.
- Date published
- 21 Sep 2022
- Tag
- Global Long-Term Unconstrained