European Select strategy: the case for quality investment
2022’s value rotation was a headwind for high-growth areas such as technology, in which the European Select strategy has greater weightings.
Greece: the making of a turnaround story
The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Artificial intelligence and the economy: paradigm shift or hype?
The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Health and Well-Being – longer lives, healthier lives
After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Europe’s recession was ultra-mild, in the US worse is still to come
Interest rate rises have driven inflation down. We all hope we are close to the pivot point when
banks call a halt to hiking and begin to cut rates.
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
Equity outlook: Macro remains top of mind
Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.
25 years and counting: European Smaller Companies
How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Indonesia – unlocking the potential
Previously vulnerable to the commodity cycle, Indonesia has witnessed an impressive resurgence with improved macroeconomic performance and attractive investment opportunities.