Investing with impact in mind – 3 years of our SDG Engagement Global Equity Strategy
Using the SDGs as a roadmap to a better future and a framework for investing with a view to delivering positive impact alongside financial returns.
Investors confront volatility as Russia invades Ukraine
Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
Reaction to the latest development in Ukraine
As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
UK equities: it’s all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Investment team updates – Bullet points 4 February 2022
Latest news from around the investment desks.
Year of the Tiger: a focus on prosperity and productivity
2022 should be an interesting year for China’s equity market, but will the tiger roar? Our region experts take a look.
Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
Losing your fragility – rise of the robots
Discover how COVID-19 is accelerating automation across a host of industries and where we’re finding investment opportunities.
US equities: three themes to watch in a discriminating year
2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
