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Latest Insights
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(Olympic) gold and stock market returns
What does Team GB's Olympic performance mean for your investment returns?
- Date published
- 22 Jul 2024
- Tag
- UK Equities
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- European Long-Term Unconstrained
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UK election result 2024
Stability makes the UK even more investable.
- Date published
- 7 Jul 2024
- Tag
- UK Equities
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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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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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
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Quality Growth positioned to succeed over the long term
While we’ve experienced the largest rotation from growth to value in the past 25 years, we believe that investing in world class businesses positioned to take advantage of strong secular growth opportunities across emerging markets will be the
- Date published
- 8 Feb 2024
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2023 Performance Review and Outlook
2023 saw improving sentiment for emerging markets. But the outlook for 2024 is brighter with the positive alignment of all five points of fundamentals, valuations, positioning, politics and policy.
- Date published
- 26 Jan 2024
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Performance Review and Outlook Q4 2023
We provide a performance review and outlook on Global Emerging Markets for the fourth quarter of 2023.
- Date published
- 23 Jan 2024
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A Turning Point for Emerging Markets?
We expect positive momentum in 2024 in the broad market through derisking of policy and politics.
- Date published
- 17 Jan 2024
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Mandate for Recovery?
Which UK market sectors could benefit in an election year.
- Date published
- 5 Jan 2024
- Tag
- UK Equities