News and insights

Read or watch the latest opinions from our fund managers and other experts.

Adding upside potential to insurance portfolios

We look at how an ‘Equity Enhanced Fixed Income' approach could offer insurers an attractive return profile, while providing equity risk management capabilities. And importantly, it can be delivered in a capital efficient way.

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2019 investment outlook – Asian and emerging markets

2019 promises to be a challenging environment, but Ian Hargreaves and William Lam think emerging markets will be able to withstand the pressures.

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Industrial revolution 4.0: Ghosts of disruption past, present and future

The fourth industrial revolution has the potential to transform economic and financial activity at global, national, firm and household levels. We discuss some of the key transitional challenges that are unfolding via digitisation, automation and artificial intelligence.

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Proxy voting: the hallmark of active ownership

In this whitepaper we discuss how institutions can overcome the challenges with regards to proxy voting and maximize the opportunities with regards to responsible investment.

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Old wine, new cork

As investors in European and Global Smaller companies, Oliver Collin and I often think about innovation as one of the key value drivers of the stocks we own in our portfolios. We see innovation as a driver of multiple benefits; sustained growth, new market opportunities, strengthening existing market shares, creating efficiencies and margin improvement. Simply put, innovation enhances company returns.

Read more about innovation in the investment process