Navigating Coronavirus Uncertainty: Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

Find out how environmental, social and governance (ESG) considerations are embedded within our organization and investment principles.

CAPABILITIES

Latest Insights

Tech stocks: looking for secular growth, but not at any price

Tech stocks: looking for secular growth, but not at any price

Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.

Not a question of either/or

Not a question of either/or

Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.