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Selectivity is key: Our 2018 outlook

The global economy appears to have achieved ‘escape velocity’ from the post Global Financial Crisis stagnation – can it be sustained?

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2018 Investment Views | Geopolitical risks: How are they driving markets?

Our PMs discuss whether fundamentals or macro are driving markets

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2018 Investment Views | Valuations: Will they be a show stopper next year?

Valuations are rich but there are still opportunities to be found

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Chinese equities: Finding alpha in the ‘old’ and ‘new’ economies

Greg Kuhnert believes opportunities abound, at good valuations.

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Active management offers engaged stewardship and responsibility

Therese Niklasson explains why active management improves the stewardship of companies.

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Thought Papers

Our thought papers are designed to help you make informed investment decisions.

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