Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Africa Re-awakening
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.
ESG Case Study – Global Emerging Markets Core Growth Equity
Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.
Learn more ESG Case Study – Global Emerging Markets Core Growth Equity
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
Learn more Agriculture’s resilient 2020 paves way for solid 2021