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Valuation discipline is critical
The importance of anticipating normalising interest rates (or why some valuation gurus take the wrong approach).
- Date published
- 6 Dec 2023
- Tag
- Global Long-Term Unconstrained
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Growth Is The Tortoise, Value Is The Hare
Despite the headwinds we currently face, emerging market growth is the place to be in the long term. Although it appears that growth is out of favour, we put this into historical context to show you that emerging market growth stocks are well placed
- Date published
- 27 Nov 2023
- Tag
- Global Emerging Markets
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Reaching the peak
But persistent inflation means investors need to focus on pricing power.
- Date published
- 8 Nov 2023
- Tag
- Global Long-Term Unconstrained
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Performance Review and Outlook
We provide a performance review and outlook on Global Emerging Markets for the third quarter of 2023.
- Date published
- 8 Nov 2023
- Tag
- Global Emerging Markets
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Feeding Inflation
What food can teach us about inflation in the UK and Europe.
- Date published
- 24 Oct 2023
- Tag
- Markets
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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Jackson’s Five
Five key takeaways from the Jackson Hole conference
- Date published
- 27 Sep 2023
- Tag
- Global Long-Term Unconstrained
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The last of the summer rate hikes
Peak rates nearing, recession fears receding.
- Date published
- 15 Aug 2023
- Tag
- Global Long-Term Unconstrained
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UK Equities: Rejection to Resurrection?
After a period on the sidelines, could now the be the time that institutional investors reconsider their tactical and strategic UK equity allocations?
- Date published
- 1 Aug 2023
- Tag
- UK Equity
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Recession fears might be like waiting for Godot
We stick to our view of a sharp slowdown instead.
- Date published
- 24 Jul 2023
- Tag
- Global Long-Term Unconstrained
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European Long-Term Unconstrained quarterly update - Q3 2023
The quarterly update from Zehrid Osmani, Head of Global Long-Term Unconstrained.
- Date published
- 18 Jul 2023
- Tag
- European Long-Term Unconstrained
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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