Overview
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29 October 2026
Equity
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
Equity
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
Equity
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.