Fast reading
- The world is undergoing a profound transformation that will not be derailed by current macroeconomic or geopolitical turbulence. Over the next five- to ten-years, new winners and losers will emerge, and the composition of leading indices may look very different.
- Our investment approach – characterised by high active share, long-term orientation, and a focus on future-ready businesses – is designed to compound earnings and book value steadily.
- As many index constituents face challenges from leverage, disruption, climate risk, and regulation, we aim to prioritise tomorrow’s winners and avoid structurally challenged or overvalued names. The Strategy is particularly focused on companies enabling technological transformation.
GEMs Equity Outlook H2 2025
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