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Global Equity Investor insight | October 2025

We look at some events within the market that are starting to raise questions.

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Jeremy Richardson
Oct 08, 2025

South Africa: drive to survive

We discuss our visit to South Africa, a country where natural beauty and the potential for growth sit alongside deep-rooted socioeconomic challenges.

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Will Hayes
Oct 07, 2025

RBC EM ex-China Equity Strategy: a distinctive approach resulting in 5 years of strong performance

With our EM ex-China Equity Strategy reaching five years, we look at the factors have contributed to its success and the lessons learned.

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Miya Tailor
Oct 07, 2025

Quality headwinds

We discuss ‘quality’ investing and what long-term equity investors should do in the face of such stylistically unfavourable environments.

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Freddie Fuller
Oct 02, 2025

Prince of Peace?!

It was an eventful week in Japan, where the election of Sanae Takaichi as LDP leader came as a surprise to markets and to us.

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Mark Dowding
Oct 10, 2025

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