Spectrum Q3 2024: Marvellous medicine
Fast reading While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. The life sciences industry may be equally well positioned to benefit from longer term structural trends. Biotech companies are innovating at breakneck speed, creating products and processes that […]
Next-generation private equity: The art of partnership
Private Markets Insight
The Fed fires the starting gun
market snapshot
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 […]
Cat on a hot tin roof
Market snapshot
School’s in session
With colleges and schools resuming, September always feels like a fresh start. The markets are studying economic data and Federal Reserve communication anew to determine when it will finally ease. In Jackson Hole, Federal Reserve Chair Jerome Powell all but promised he would announce the first cut at the upcoming policy-setting meeting on 18 September. […]
Sustainable Global Equity, Annual Report, 2023-24
Fast reading Investment review, June-to-June Engagement overview Anniversary Q&A: Celebrating three years of the Sustainable Global Equity Strategy ‘Leader’ case study: Nvidia ‘Improver’ case study: LKQ ‘Impact’ case study: Novo Nordisk A high conviction, fundamental strategy targeting sustainable companies: profitable businesses whose products, operations and activities help create a more sustainable future. Sustainable Global Equity, […]
