Next-generation private equity: The art of partnership
Private Markets Insight
Locating the sweet spot in direct lending
Private Markets Insight
The Fed fires the starting gun
market snapshot
SDG Engagement Equity, H1 2024 report
Enabling and empowering real change
Not all strategies look like ours: Sustainable Global Equity
Video transcript Has the strategy achieved what you set out to achieve in 2021? We set out to deliver through-cycle returns for our investors, and we recognised at the outset that we had come through a decade plus of zero interest rates and easy money, and that narrowly defined investment approaches may not work in […]
Global Equity ESG, H1 2024 Report
Fast reading Recent pushback against ESG integration is nothing new; meanwhile, progress on an ever more structured, rigorous approach to sustainable investing continues apace. Principal adverse indicators (PAIs) are useful metrics to demonstrate how investments can negatively affect factors relating to sustainability, from carbon emissions to human rights. We use PAIs to help us measure […]
Stocks edge upwards as looser policy looms
market snapshot
AI: Transformative technology 75 years in the making
The pioneering British mathematician and computer scientist Alan Turing predicted in 1950 that by the end of the 20th century, the use of words and general educated opinion would have altered so much that we could all ‘speak of machines thinking without expecting to be contradicted’. He was slightly optimistic with his timeline but if […]
Will new reforms tackle the ‘Korea discount’?
Fast reading The dominance of ‘chaebols’ – large, family-owned business conglomerates – has contributed to limited protection for minority shareholders in South Korea and, as a result, lower equity valuations. In addition to complex shareholding and ownership structures, other concerns include: sizeable balances of shares sometimes held in treasury; directors having no legal fiduciary duty […]
Cat on a hot tin roof
Market snapshot
