Insights

An Educational Perspective

Learn more The Appeal of Mid-Market Infrastructure Investing

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

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.

Learn more High Growth Opportunities in a Low Growth World

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

Learn more Global Asset Allocation 2021 Outlook

The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.

Learn more ESG Everyday: A Framework for Fixed Income Portfolios