Jonathan is a portfolio manager responsible for Emerging Market and Asia Pacific equity strategies.
Experience and qualifications
Jonathan was formerly a Portfolio Manager focussed on Global Emerging Markets at Aberdeen Standard Investments. Prior to this Jonathan worked as GEM Equity Portfolio Manager at Collabrium Investment Advisors and a GEM equity analyst at Lansdowne Partners.
Jonathan holds an LLB (Hons) Law from Kings College, London. He also holds the Investment Management Certificate and is a CFA® charterholder.
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Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
The AIQ Podcast: Embracing neurodiversity at work
12 Jan 2022
Employers have considerable room for improvement when it comes to the working experience for neurodivergent individuals. But a little more understanding and some fairly simple adjustments could make a world of difference.
Investing for climate action: Easy as SBTs?
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With governments struggling to turn words into action on climate change, investors can ensure the private sector plays its part by pushing firms to adopt science-based targets, argues Rick Stathers.
That déjà vu feeling: The outlook for UK infrastructure
6 Jan 2022
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.
Lessons from tech and military: Why asset managers need to be agile to stay effective and relevant
22 Dec 2021
Asset managers must promote diversity of thought if they are to future-proof their businesses and provide clients with great service. They can learn valuable lessons on how to do this from tech companies, military leaders and ancient philosophers, writes Apiramy Jeyarajah, head of UK wholesale at Aviva Investors.
A tough job: Decarbonising heavy industry
20 Dec 2021
Heavy industry and heavy-duty transport are responsible for nearly a third of global carbon dioxide emissions. While reducing emissions from these sectors will be difficult, the transformation will create opportunities for investors.
European long-income real estate: Seeking resilience in an uncertain world
20 Dec 2021
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
The social transition: Investing for a more equitable world
14 Dec 2021
Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.
Where the wild things are: Why investors should care about natural capital
14 Dec 2021
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
No more lip-service on diversity and inclusion – three principles for financial institutions to follow
13 Dec 2021
In part two of our series on intersectionality, Apiramy Jeyarajah, head of UK wholesale at Aviva Investors, and Mitesh Sheth, outgoing CEO of Redington, explain what investment organisations can do to maximise the return on their most important assets – their people.
Waste not, want not: An investor’s guide to the circular economy
10 Dec 2021
Using the examples of electronics, food, autos and fashion, we explore the benefits of, and challenges to achieving, a more circular economy.
Restoring and caring for the natural world: An interview with John Willis
9 Dec 2021
Scientists around the world have highlighted the need to tread more lightly on the planet, halting then reversing the decline of the natural world. But the financial community, including investors, has been slow to respond.
The future of pharma: Increased returns or the age of biotech?
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After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?
The cost of climate change: A big threat to sovereign debt?
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Governments around the world are struggling to avert a climate catastrophe. Regardless of whether they succeed, climate change threatens adverse consequences for government bonds, although market impacts are likely to vary.
Thinking outside the box: Embracing neurodiversity at work
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Enabling neuroinclusion in the workplace still has a long way to go, although better understanding and simple adjustments could make a world of difference.
What does the data say? Parcels, the (other) Amazon and COVID-19
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In this month’s instalment of our visual series on topical data themes, we look at the steep increase in deliveries, the continued deforestation of the Amazon rainforest and the rise of COVID-19 in Europe.