In this month's investment view, following on from a recent research trip to the US, we provide a summary of our view of current market activity.

In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors.

In this month's investment view we discuss some of the developments in global supply and the market reaction.

In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results.

As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors.

In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment.

As volatility continues in global equity and commodity markets, we look at how companies are faring on the ground.

The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance.