The strength of our fundamental research drives our performance.

14-05-2020 | How The Pandemic May Be Accelerating The Shift To Sustainable Investing
The pandemic has exposed weaknesses in a world of just-in-time global supply chains, it has shone a bright light on the realities of global inequality, and it has demonstrated just how fast carbon emissions can fall when people stop travelling. ...

06-05-2020 | CONFERENCE CALL: PERSPECTIVES ON THE MARKETS AND INVESTMENTS
We invite you to listen to our most recent conference call during which our portfolio managers looked at the short and long term impact of the COVID-19 pandemic and also highlighted investment opportunities and ESG questions that ensue. 

23-04-2020 | Perspectives on Oil and the Recovery
In this commentary, we continue to respond to questions that we have received from clients. We are committed to keeping you informed throughout this crisis, providing our perspective on the key issues as well as insight into the focus areas ...