Strategy Category Literature
Asian Opportunities Emerging and Asia-Pacific equity  
Concentrated Global Equity Global equity  
Concentrated Global Emerging Markets Emerging and Asia-Pacific equity  
Global Equity Global equity  
UK Equity UK equity  
UK Opportunities UK equity  
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Episode 1: The New China Trade Reality
Blog

Emerging-market equities: finally time to shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?
Ian Smith
25 January 2023
Emerging markets & Asia, Responsible investment, Sector research, Sustainable
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.
Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.
Robert C Zeuthen, Frank J Goguen, George Saffaye
17 January 2023
Global equities, Industry views, Sector research
Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.
James A Lydotes, Philip Shucksmith
17 January 2023
Global equities, Real Return, Sustainable