Search results for 'opportunities'

Search results 61-10 of 10
Navigating uncertainty in emerging markets equities
With trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.
Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
Fight or flight?
In the week of Trump’s return, risk assets remained trading relatively well, with fears of greater economic disruption from tariffs not yet realised.
Global equity
Our purpose is to make a positive difference to our clients through responsible long-term investment.
Equity perspectives
We discuss how headline anxiety shouldn’t prevent investors from participating in a much more powerful wealth creating dynamic.
Special situations: a favourable backdrop for European event-driven credit
With the second half of the year well underway, we look at distressed activity over the summer and the ongoing market opportunity in the asset class.
Responsibility to our people
Diversity & inclusion, health & wellbeing, talent management.
Financials – Europe’s most mispriced opportunity?
For investors willing to look beyond benchmarks, European financials offer compelling potential – but it takes specialist expertise to harness it.
Summertime optimism, before the start of a new season
Trump has shown how a dominant economy can effectively win a trade war versus lesser economies, even if the net result is detrimental to global GDP.
Trump 2.0, a song of fire and ice
There will be plenty of noise coming from Washington in the coming days, and we wait to see how this impacts markets, both domestically and overseas.