“ROOM TO RUN” WITH US SMALL-CAP VALUE STOCKS?

“ROOM TO RUN” WITH US SMALL-CAP VALUE STOCKS?

🕔14:43, 3.Jun 2021

We believe small-value stocks have an appropriate role in portfolios with a longterm investment horizon and that many investors may be underexposed to smallvalue stocks today. 

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What do we need to do to decarbonise aviation?

What do we need to do to decarbonise aviation?

🕔13:11, 3.Jun 2021

The aviation industry and its emissions are both projected to grow over the coming decades. What policies and technologies can help limit the sector’s impact on the environment? It’s said that aviation only contributes around 2.5% to global CO2 emissions.

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Podcast: Flash Update on EM Investment Grade Corporate Bonds

Podcast: Flash Update on EM Investment Grade Corporate Bonds

🕔11:56, 3.Jun 2021

Key takeaways: Emerging market (EM) investment-grade corporate bonds appear particularly attractive in a world of very low but rising interest rates This is even more true for non-USD investors, which benefit currently from very low hedging costs As a result,

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China’s vast opportunity set – Best enjoyed undiluted

China’s vast opportunity set – Best enjoyed undiluted

🕔09:13, 3.Jun 2021

Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent. A

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From Crisis to Opportunity

From Crisis to Opportunity

🕔08:43, 3.Jun 2021

The growth approach to income asks investors to look forwards, not backwards. It advocates embracing companies with bright futures – companies that are reinvesting appropriately in their business and paying lower but sustainable dividends. Our belief is that this approach

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