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Protecting margins through pricing power
The importance of seeking companies with strong pricing power.
- Date published
- 17 Jul 2023
- Tag
- Global Long-Term Unconstrained
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Five reasons to be positive on North American REITs: Insights from the NAREIT Conference
Following a tough period for the sector, Real Asset PM Daniel Fitzgerald’s interactions with leading property companies at the NAREIT Conference in June shed light on reasons to remain optimistic about North American REITs.
- Date published
- 6 Jul 2023
- Tag
- Global Real Income
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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
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A Tight Squeeze
Tightening US credit lending conditions could pose a growing risk to US economic growth.
- Date published
- 27 Jun 2023
- Tag
- Global Long-Term Unconstrained
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Why Now For UK Mid Caps?
After a tough period of underperformance for UK mid cap stocks, we believe that investors should be reminded of some of the key characteristics that make the FTSE 250 a particularly attractive space at the present time.
- Date published
- 21 Jun 2023
- Tag
- UK Equity
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Tales from the road: Semiconductors sustainability journey in Taiwan
Portfolio Manager, Divya Mathur, recently conducted a research trip to Taiwan. Here, we outline key observations around the opportunities in the country.
- Date published
- 19 Jun 2023
- Tag
- Global Emerging Markets
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UK equities- shifting to a more positive narrative
UK equities have fallen out of fashion in recent years—not helped by a slew of negative headlines. However, Martin Currie’s Ben Russon believes it is time to change the narrative to a more positive one, and shares the reasons for his optimism.
- Date published
- 6 Jun 2023
- Tag
- UK Equity
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A positive surprise
Q1 results show a supportive picture for developed market companies in May’s monthly update from Zed.
- Date published
- 30 May 2023
- Tag
- Global Long-Term Unconstrained
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Changing the narrative on UK Equity Income
UK equities appear to have had a period on the side lines. Not helped by the constant flow of negative headlines. However we think there are plenty of reasons to believe in UK equities now.
- Date published
- 22 May 2023
- Tag
- UK Equity
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Corporate reform – a real change after decades of hope
The Tokyo Stock Exchange (TSE) have announced a series of measures designed to improve the governance of listed companies. The nature of these reforms should not be understated. Japanese equities are incredibly cheap mainly because of the low
- Date published
- 15 May 2023
- Tag
- Japan Equity
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What's sweet (and what's not) in UK smaller companies
A disciplined focus on companies within a market capitalisation range between £100m and £1bn provides investors clear differentiation between our small- and midcap offerings but there are also some compelling reasons to hunt within this range.
- Date published
- 10 May 2023
- Tag
- UK Equity
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European Long-Term Unconstrained quarterly update
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 4 May 2023
- Tag
- European Long-Term Unconstrained