Talking Heads – Stewardship, the...
On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better…
15/05/23
Equity
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Podcast
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Podcast
Talking Heads – US equities:...
Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in…
08/05/23
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Podcast
Talking Heads – Secular trends...
How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out…
01/05/23
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White paper
Equity outlook – A fragile...
Our latest equity outlook details how some market observers have taken heart from the impending end of the US Federal…
28/04/23
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Article
Secular growth drives the technology...
Rapid structural change continues unabated in the information technology (IT) sector, with mobility, cloud computing and the internet of things…
27/04/23
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White paper
Allocating to European equities
One of the key market surprises of 2022 was the resilience of the European economy and equity markets in the…
25/04/23