Global Sustainable Equity Fund
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Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.
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The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
We expect key issues that have materialised this year to be influential in market movements going forward.
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
A discussion on why an allocation to technology is essential in a diversified portfolio.
What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.
As with any long road trip, having the right supplies can help us stay on course to our destination – despite the inevitable detours.
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.