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An ever more disruptive decade assets itself
Despite the risks, innovation brings opportunity, read Zehrid Osmani’s March Investment Outlook update.
- Date published
- 27 Mar 2023
- Tag
- Global Long-Term Unconstrained
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Tales from the road: Intrigued by India
Portfolio Manager Aimee Truesdale recently conducted a research trip to India. Here, we outline her key observations around the exciting growth opportunities in India.
- Date published
- 17 Mar 2023
- Tag
- Global Emerging Markets
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Green tailwinds
In March’s Stock Insights we highlight energy efficiency infrastructure and autos, alongside a consumer stock update.
- Date published
- 16 Mar 2023
- Tag
- Global Long-Term Unconstrained
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3 Reasons to Consider the UK for Equity Income
Rising interest rates have made bonds a more attractive source of income. However, the FTSE 100 remains a natural hunting ground for active managers. Here, we propose three compelling arguments for UK income exposure.
- Date published
- 15 Mar 2023
- Tag
- UK Equity
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Under (margin) pressure - Interim results season update
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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To pivot or not to pivot – that is the question
Will central banks prioritise growth or inflation? Read the February market update from Zehrid Osmani.
- Date published
- 23 Feb 2023
- Tag
- Global Long-Term Unconstrained
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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Japan Equity: The story so far
As the new investment team enter their second quarter overseeing the portfolio, Reiko Mito and Paul Danes talk us through the Japan equity story so far…
- Date published
- 1 Feb 2023
- Tag
- Japan Equity
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets
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2023: Sizing the slowdown
If 2023 is anything like 2022 then the UK may be in for a bumpy ride – inflation surged, interest rates soared, currencies swung, and UK the government clashed. But for us, one of the main challenges ahead for UK equities can be succinctly
- Date published
- 21 Dec 2022
- Tag
- UK Equity
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
- Tag
- Global Long-Term Unconstrained
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A more supportive Q3 Results Season
A more supportive results season than expected – but company warnings highlight the need to be stock specific.
- Date published
- 8 Dec 2022
- Tag
- Global Long-Term Unconstrained