Insights

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

Learn more Global Investment Outlook

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.

Learn more Africa Re-awakening

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

Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.

Learn more Market Update from the Global Asset Allocation Team – August 2021

Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.

Learn more Market Update from the Global Asset Allocation Team – June 2021