Our experienced team apply a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals that we believe are mis-priced by market consensus. The team works at the centre of the network of over 45 equity investment professionals, incorporates a non-binding assessment of environmental, social & governance (ESG) factors, and draws on the expertise of credit and macro investment teams across the firm. We do, however, also offer a sustainable investment solution where portfolio decisions are dictated by certain sustainability criteria which is classified as Article 8 under the European SFDR regulations. Our portfolios are driven by the teams’ highest conviction stock ideas supported by high levels of corporate engagement and rigorous risk oversight.
Our range of global equity strategies aims to deliver capital growth and income outcomes for our clients.
For further information on the risks and risk profiles of our funds, please refer to the relevant fund documents.
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
The funds invest in emerging markets; these markets may be volatile and carry higher risk than developed markets.
Strategies in focus
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
Debt, demand and demographics: Can the Chinese economy avoid ‘Japanification’?
29 Nov. 2022
With an ageing population, rising debt and vulnerabilities in the property market, China risks following Japan’s path from runaway growth to financial crisis and stagnation. Can Xi’s government rebalance the economy and change course?
Global equity income Q&A: Richard Saldanha on dividends and downturns
28 Oct. 2022
In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.
The ‘Hotel California’ effect: Why equity investors should keep an eye on switching costs
13 Oct. 2022
Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.
UK equities: Truss, takeovers and turbulence
11 Oct. 2022
Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.
Zero-COVID: China’s costly policy error
10 Aug. 2022
Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.
Global equity income Q&A: Richard Saldanha on the outlook for dividends and growth
3 Aug. 2022
The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.
The AIQ Podcast: Taking stock of nature risk
15 Jul. 2022
The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.
UK Equity Income: Five questions with Chris Murphy
15 Jul. 2022
The manager of our UK Equity Income strategy explains why investors need to change their mindsets about what to pay for growth and cautions against buying yield for its own sake.
Supply chains, painkillers and gene editing: ESG risks in pharma
29 Jun. 2022
Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.
UK Equities: Five questions with Charlotte Meyrick and Trevor Green
14 Jun. 2022
Charlotte Meyrick and Trevor Green explain why 2022 has all been about getting your sector calls right in UK equities.
What does the data say? Where have the safe havens gone?
27 May 2022
In this month’s instalment of our visual series on topical themes, we look at how various asset classes are holding up in a turbulent year for financial markets.
Life force: Why nature matters
12 May 2022
Growing awareness that natural systems are stressed or even close to breakdown is prompting asset managers to look closely at nature-based risks and investee companies to understand their environmental impacts and dependencies.
Back to nature: Why we must act now on the biodiversity crisis
31 Mar. 2022
In an age of mass extinctions, policymakers, businesses and financial institutions are beginning to acknowledge the risks associated with biodiversity loss, along with the opportunities that arise from nature-positive solutions.
Now for the hard part…..The challenge of delivering net zero
29 Mar. 2022
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
Ukraine-Russia crisis: The implications for global equities
29 Mar. 2022
Our global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.
Politics, activists and ESG: The outlook for UK equities
10 Mar. 2022
We bring together members of our UK equities team to discuss the key opportunities and risks in the market.