Global Sustainable Equity Fund
30 years of investing with positive impact
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.
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Boom-bust economics is back! Be warned…
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
MBS: a window of opportunity in fixed income
With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.
A bird in the hand: are yield returns king again?
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
Lessons learned: listed REITs’ more prudent approach to leverage
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Eurozone money update: from bad to worse
Monetary trends are signalling a major recession and 2023-24 inflation reversal, warranting a halt to ECB tightening plans, argues Simon Ward, Economic Adviser.
How do you fit a balanced fund into a balanced portfolio?
Introducing the potential benefits of balanced fund(s) to investors’ portfolios.
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
“Excess savings” won’t rescue UK consumption
High inflation has eroded the spending power of money balances built up during the pandemic, argues Simon Ward, Economic Adviser.
Investing in the “local for local” economy
As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.
European equities: do not take a binary approach
Is the worst yet to come for equity investors?
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.