Uruguay’s experiment in sovereign sustainability-linked bonds
We are excited about an innovation that should offer transparency and impact – the ultimate goal for ESG investors.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Pep talk…the parallels between football and fund management!
Head of UK equities, Richard Colwell, on trusting in your process, why a valuation and sell discipline is key, and why he loves a 4-4-2
UK equities: winter of discontent?!
Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months
CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains
UK small and mid-cap: for the rebound and beyond
Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
The digitalisation of everything
Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Emerging markets: volatility doesn’t disrupt the process
Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
