FEATURED ARTICLE

Asia ex-Japan Equity: Letter to Investors
: It was us and we did it! (we think)
Jonathan Pines, CFA
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South Korea Seoul at dusk

FEATURED ARTICLE

Sustainable Global Equity, H1 2025
Martin Todd, CFA
Henry Biddle, CFA, ACA
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close-up shot of the peak of a wave crashing

FEATURED ARTICLE

360°, H2 2025
: How not to be a deer caught in the 'headlines'
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Vincent Benguigui
Mark Dove, CFA
Filippo Alloatti
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A view from above of a road spanning a body of water. Forests are visible on either side of the water and a blue car is driving across the road on the right hand side.
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the front of France's National Assembly building. There are 5 flags in the foreground.
Article
12 September 2025
| Macro
ECB holds rates as France struggles with debt crisis
: market snapshot
Mitch Reznick, CFA
Jason DeVito, CFA
The deepening crisis in the eurozone’s second-largest economy
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Birds eye view of a blue lake in a national park
Video
11 September 2025
| Active ESG
Meet the Manager: Kelly Patel
Kelly Patel, CFA
The face behind the fund.
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Manhattan waterfront under a stormy sky.
Article
10 September 2025
| Stewardship
Proposals fall as shareholders adjust to market sea-change
Dana Barnes
Shareholders and companies grappled with heightened geopolitical tensions and policy uncertainty in the 2025 voting season.
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Sampling test tubes.
Article
10 September 2025
| Stewardship
Accelerating action on AMR
Ming Yang
Michael Benedict Yamoah 
AMR is a critical global public health concern, but attempts to contain it have fallen short.
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South Korea Seoul at dusk
Newsletter
9 September 2025
| Active ESG
Asia ex-Japan Equity: Letter to Investors
: It was us and we did it! (we think)
Jonathan Pines, CFA
Our intervention in South Korea and what it means for investors.
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Woman on a mountain top listening music
Case study
8 September 2025
| Stewardship
Case study: Apple Inc.
How we engaged with one of the world’s largest technology companies.
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close-up shot of the peak of a wave crashing
Report
8 September 2025
| Active ESG
Sustainable Global Equity, H1 2025
Martin Todd, CFA
Henry Biddle, CFA, ACA
Charged for growth: the investment case for electrification
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Flashing 'sell' signs on a bourse screen
Article
5 September 2025
| Active ESG
Bond markets fret over rising budget deficits
: market snapshot
Mohammed Elmi, CFA
Mitch Reznick, CFA
An uncertain economic backdrop continues to push up long-term government bond yields.
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Video
4 September 2025
| Active ESG
Investing in a changing China
Sandy Pei, CFA
Navigating risks and uncovering value.
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a forest scene is illuminated by shafts of sunlight.
Article
2 September 2025
| Liquidity
Looking on the bright side
Deborah Cunningham, CFA
The money markets have much to celebrate.
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a view from above of a road winding through a forest with purple colouring
Report
29 August 2025
| Active ESG
Is global high yield a short duration market now?
Mitch Reznick, CFA
Mark Dove, CFA
Over the duration, duration has declined.
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Case study
27 August 2025
| Stewardship
Case study: ANTA Sports Products
Kenny Tsang
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