Sustainable Global Equity Annual Report, 2024
Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]
German spending bill bolsters Europe rebound
market snapshot
GenAI heralds potential revolution in productivity
Fast reading Productivity growth in advanced economies has declined to less than 1% in the aftermath of the 2008-09 financial crisis. In recent years, productivity growth in emerging economies has also been falling. Advancements in microchip technology, a rollout of cloud computing capabilities, and an increased awareness about the importance of data have the potential […]
360°, H1 2025:
Is the market pricing in a ‘Trump tantrum’ of its own?
Fiorino: Elementary
Solving the eurozone bank mystery
Not all banking partnerships are created equal
In a recent webinar with IPE, Patrick Marshall, Head of Direct Lending, and Kevin Roche, Director, outlined our differentiated approach to bank partnerships, as well as the pros and cons that different partnerships can provide. Watch the highlights below: Read More Watch now Listen now Read More Watch now Listen now Read More Watch now […]
European stocks soar on Ukraine peace hopes
Market snapshot
Global Emerging Markets Equity Outlook, 2025
Riding the megatrends
Italian banks in focus: Key takeaways from our engagement trip to Milan
The Corporate Sustainability Reporting Directive (CSRD) – is it fit-for-purpose? Companies are racing to finalise their first CSRD-aligned disclosures. However, issuers across several sectors have told us that compliance is neither easy nor cheap; it requires significant upfront costs to establish the necessary IT systems, hire dedicated full-time equivalents (FTEs), and achieve a cultural shift […]
Set to soar: Our outlook for US SMID
Video transcript Why do you believe now is the right time for US SMID stocks? We believe now is a really good time to be investing in US smaller and mid-cap stocks. Not only is the relative valuation cheap when compared to large-cap counterparts, but we also expect enhanced earnings growth over the next couple […]
