Insights
2022 Sustainable Investing Report
Other Insights
The Appeal of Mid-Market Infrastructure Investing
An Educational Perspective
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High Growth Opportunities in a Low Growth World
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
ESG Everyday: A Framework for Fixed Income Portfolios
The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.
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Market Update from the Global Asset Allocation Team – August 2021
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.
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Market Update from the Global Asset Allocation Team – June 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