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Investment Outlook – January 2025

After a politically eventful end to 2024, what can investors expect in 2025?

Article

How Can We Unlock Opportunity in a New Market Regime?

CEO Euan Munro explores how we seek to unlock opportunity for our clients.

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The Evolution of Our Themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

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Investment Outlook – October 2024

After journeying through a somewhat rocky third quarter, how should investors navigate the remainder of 2024?

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Investment Outlook – July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?