Search results for 'performance'

Search results 21-10 of 10
Maria Satizabal
Asian Equity ESG report 2025
Integrating ESG factors into our Asian Equity investment process helps us unearth high quality, stable businesses that can succeed over the long term.
Duncan Farley
What is driving the positive sentiment towards alternative fixed income strategies?
Polina Kurdyavko discusses the resurgence of these funds and the strategic approaches used to navigate market volatility.
Global Equity Investor insight | June 2025
Monthly update on the global equity market, discussing two scenarios that appear to have replaced tariff uncertainty in the minds of investors.
American exceptionalism: can the momentum continue?
The fundamentals of America’s economy can be described as exceptional, however valuation also matters and even great businesses can become over-valued
Gerard Hutchings
Timothy Ash, Senior Emerging Market Sovereign Strategist, Emerging Market Debt
Timothy gives his view on why he believes policy & politics are such an important consideration in the investment decision-making process.
Tom Moulds
Emerging markets equity
Disciplined security selection and risk management, combining top-down thematic views with rigorous company level research.