In this section, we aim to provide insightful commentary on markets, the strategies we deploy and the themes we seek to exploit in our funds. These articles are shaped by the latest topical events that influence our investment decisions but should not be regarded as investment advice.
18 August 2017
For years, investors in emerging markets have avoided state-owned enterprises. However, we believe now is a good time to revisit this much-maligned part of the investment world.
03 July 2017