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Latest Insights
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Stewardship Annual Report 2025
With improved transparency in our reporting and notable progress in achieving our diversity and climate objectives, our annual stewardship report updates on how we’ve continued to enhance our stewardship practices to ensure responsible management.
- Date published
- 29 Apr 2025
- Tag
- Stewardship & Sustainability
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Trump, tariffs and trade tensions
The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.
- Date published
- 18 Apr 2025
- Tag
- Global Long-Term Unconstrained
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Global Emerging Markets Performance Review Q1 2025
We provide a performance review on Global Emerging Markets for the first quarter of 2025.
- Date published
- 15 Apr 2025
- Tag
- Global Emerging Markets
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UK Equities: Share buybacks
The hidden Element of Returns.
- Date published
- 7 Apr 2025
- Tag
- UK Equities
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Global Long-Term Unconstrained portfolio update Q1 2025
Our latest update on portfolio activity, key market events and outlook.
- Date published
- 26 Mar 2025
- Tag
- Global Long-Term Unconstrained
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What is the hype around India?
In recent years, India has emerged as a pivotal player in the landscape of emerging market (EM) equities.
- Date published
- 26 Feb 2025
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2025 German elections
No fireworks expected.
- Date published
- 21 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Update on US Tariffs
Protectionist policies from the new US administration could lead to the risk of elevated inflation, higher interest rates, and a stronger US dollar.
- Date published
- 13 Feb 2025
- Tag
- Global Emerging Markets
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How Trump's tariffs influence key investor risks
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.
- Date published
- 6 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Could Rachel Reeves be a ‘lucky general’?
Will fortune favour the Chancellor – and investors in the UK?
- Date published
- 4 Feb 2025
- Tag
- Cross-Strategy
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Global Emerging Markets Performance Review Q4 2024
We provide a performance review on Global Emerging Markets for the fourth quarter of 2024.
- Date published
- 20 Jan 2025
- Tag
- Global Emerging Markets
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Impact Report 2024
Our 2024 report demonstrates for the first time the social impact our portfolio’s companies have delivered towards their Key Performance Indicators.
- Date published
- 17 Dec 2024
- Tag
- Improving Society Strategy