Articles
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Investment case for India
India presents a significant and rapidly growing market with unique investment opportunities and challenges, especially in governance, macroeconomics, and company characteristics. Despite potential, investment in Indian-listed companies requires careful consideration of governance risks and macroeconomic factors.
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Cop28 observations
COP28’s Climate Action Innovation Zone highlighted practical approaches to climate resilience, focusing on supply chain risk management and regenerative agriculture as key strategies for sustainable development and carbon reduction.
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The investment environment
In this month's investment view we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
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The investment environment
In this month's investment view, we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
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Through-cycle risk management
In this month's investment view, we provide an overview of the first quarter results season and ongoing supply chain dynamics.
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Painting the whole picture
In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.
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Painting the whole picture
In this month's investment view, we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.
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Results round-up
In this month's investment view, we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.
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Consumer goods (or some of the notes we do play)
In this month's investment view we take a closer look at the ‘fast-moving’ consumer goods segment of the portfolio, companies that produce the day-to-day items that we all buy as a matter of routine.
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Consumer goods (or some of the notes we do play)
In this month's investment view, we take a closer look at the ‘fast-moving’ consumer goods segment of the portfolio, companies that produce the day-to-day items that we all buy as a matter of routine.
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Banks
In this quarter's investment view we provide an overview of our thinking on the current banking crisis and the relevance of the events to our portfolio and our investment philosophy.
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Banks
In this month's investment view, we provide an overview of our thinking on the current banking crisis and the relevance of the events to our portfolio and our investment philosophy.