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Sustainable Global Equity

A fundamental investing approach, aiming to deliver financial outperformance across changing market environments.

Engagement actionnarial EOS

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featured insight

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24 January 2025

Case study: Canadian Imperial Bank of Commerce

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Article

10 July 2025

South Korean stocks soar on governance reform hopes

market snapshot

Jonathan Pines, CFA

Olivia Lankester

Revision to the Commercial Act is part of efforts to tackle the so-called ‘Korea Discount’.

Biography

Mohammed Elmi

Mohammed Elmi, CFA

Senior Portfolio Manager

19 years' industry experience

London skyline and London bridge and River Thames

Article

28 March 2025

UK looks to shore-up finances amid weak outlook

market snapshot

Mohammed Elmi, CFA

Orla Garvey

The UK government unveiled a borrowing plan that was lower than expected.

Buenos Aries by the River

Report

7 February 2025

EM leaders drive fiscal policy improvements

EMD report Q1 2025

Mohammed Elmi, CFA

Jason DeVito, CFA

In our view, the tight valuations are largely justified.

Article

27 November 2024

Fixed income: New challenges for the easing cycle

John Sidawi

Robert Ostrowski

Mitch Reznick, CFA

Mohammed Elmi, CFA

Jason DeVito, CFA

Next year is shaping up to be as dynamic as ever.

Article

25 October 2024

A false dawn for China?

Market snapshot

James Cook

Sandy Pei, CFA

Damian McIntyre, CFA

Mohammed Elmi, CFA

Monetary and fiscal policy are at the forefront of investors’ minds.

Newsletter

9 October 2024

Positioning EMD ahead of the US election

EMD report Q3 2024

Mohammed Elmi, CFA

Jason DeVito, CFA

If Trump wins the implications for foreign policy are likely to be far-reaching.

Video

20 August 2024

Frontier markets: Tapping into untapped potential

Mohammed Elmi, CFA

These markets offer unique prospects for investors.

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