Search results for 'performance'

Search results 31-10 of 10
Responsible investment
We believe that being an active, engaged and responsible investor empowers us to enhance the long-term, risk-adjusted performance of our portfolios.
Alternatives
A heritage rooted in alternative investments. Fundamental research builds the basis for any of our investment decisions.
Global macro investing: making the complex simple
By building a simple, transparent and liquid discretionary global macro strategy, we seek to address the opaque, black box perceptions of old.
EM equity investing: Going where the value is
We look at the valuations of four emerging economies - India, Vietnam, Indonesia and South Africa – and discuss potential investment opportunities.
Smoothing the way: evaluating succession planning in EM companies
Our EM Equity team takes the view that management succession planning is key to assessing how a business is positioned over the long term.
Acting with conviction: investment grade
Neil Mehta, IG Portfolio Manager, discusses the team’s strong track record in investment grade debt and what it means to be a successful risk taker.
Taiwan: third time’s a charm?
Sentiment is positive amongst Taiwan’s tech companies this year, although Taiwanese equities could face further consolidation and caution is needed.
In praise of unconstrained investing
We discuss why a high conviction, total return approach is best suited to generating superior returns in the unconstrained EMD space.
Mexico: current opportunities in fixed income
Our views on the fixed income outlook for Mexico.
AI-related stocks: a time to tread carefully
The AI theme is a pertinent one for emerging markets equity investors. However, elevated stock valuations and strong demand suggest caution.