Overview

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Literature

Fund Managers

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29 October 2026

Client Portfolio Manager, Emerging Market Equities

Emerging Markets: A broadening opportunity

We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
29 October 2026

Client Portfolio Manager

Global Head of Japanese Equities

Too Big to Bundle: Why Japan merits a dedicated equity allocation

For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
28 October 2026

Portfolio Manager, UK Equities

The UK: The path from squeeze to spending

We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.