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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Storing cash
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
Volatility challenges: time tested thoughts on navigating unsettled markets
Timely thoughts for investors to deal with today’s key challenges.
Inspiring the next generation of female investors and professionals
Why the financial services industry needs to play a role in educating our youth about money and investing.
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Inflation: No Rerun of That ’70s Show
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Market volatility amplifies themes in industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Earth Day 2022: investing in climate literacy to manage risk
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
SEC unveils long-awaited climate-related disclosure recommendations
The SEC has proposed new climate-related disclosures for public companies. What are the details?