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Stewardship Matters – Edition 8: The power of Diversity and Inclusion in Investing
There is increasing evidence of a positive link between greater corporate focus on Diversity and Inclusion (D&I) and financial performance.
- Date published
- 20 Oct 2022
- Tag
- Stewardship Matters
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Portfolio insight - WEG research case study
We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.
- Date published
- 1 Sep 2022
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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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Investing in the UN Sustainable Development Goals: Good health and wellbeing
Using our knowledge and engagement with corporates, we look at structural trends and companies making material contributions toward SDG 3.
- Date published
- 1 Jul 2022
- Tag
- Stewardship Matters
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
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Global Long-Term Unconstrained: Investment Outlook 2022 - update
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.
- Date published
- 2 May 2022
- Tag
- Markets
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Australian Reporting Season Wrap - “A return to the ‘old’ normal”
What will be the true impact on earnings and dividend outlooks from the impact of rising operating costs, shortages, rate rises, and margin pressures? Are we seeing a return to an old normal for inflation? And what does this mean for Value-style
- Date published
- 29 Mar 2022
- Tag
- Australia Value Equity
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Seven important Stewardship themes for 2022
All around the globe, 2022 will see significant changes in the stewardship landscape as it moves even more into mainstream investing.
- Date published
- 26 Jan 2022
- Tag
- Stewardship Matters
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Building on European Equity Expertise
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.
- Date published
- 22 Jan 2022
- Tag
- European Long-Term Unconstrained
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Stewardship Matters – Edition 5: Investing in Biodiversity
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.
- Date published
- 19 Jan 2022
- Tag
- Stewardship Matters
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Global Emerging Markets 2022 Outlook
We saw many of our portfolio companies perform well in 2021 despite the turbulent market environment – there remain plenty of reasons for optimism as we enter 2022.
- Date published
- 18 Jan 2022
- Tag
- Global Emerging Markets
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Inside story: Hexagon
Zehrid Osmani, Head of Global Long-Term Unconstrained provides insight into Hexagon, a leader in autonomous solutions.
- Date published
- 9 Dec 2021
- Tag
- Global Long-Term Unconstrained