News & insights

Does it feel uncomfortable to own or buy cyclicals?

Has opportunity in Latin America been overlooked?

The UK Value & Income team look back on zero interest rates, central bank money printing and government bailouts in 2021.

To the Board of Directors, Goldfields Limited

Which commodities will come out on top in the next commodity super-cycle?

As China passes the baton which country will be up next as the global manufacturing leader?

The Emerging & Frontier Markets team look at how the Next Generation Emerging Markets Fund could benefit from a travel surge following the halt that the pandemic brought.

Will inequality within equity markets ever normalise?

Being bold in their voting decisions, the UK Value & Income team discuss their stance with Barclays ahead of the AGM Season.

The Next Generation Emerging Markets fund celebrates its three year milestone.

The asset management industry can tend to concentrate on short-term performance, with fund managers’ returns frequently measured over a month, a week or even a day.

Listen back to Nick Clay's recent webinar

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