Our unconstrained approach provides investors with attractive long-term growth potential from a style-agnostic portfolio of high-conviction stock ideas. We seek to exploit the inefficiencies that often exist in emerging markets across the broadest possible multi-cap investment universe. This is facilitated by an experienced team of sector experts and close collaboration across equities, our ESG team and other micro and macro teams.
Offers investors access to our highest conviction stock ideas within global emerging markets.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Global Emerging Markets Equity Unconstrained Fund team
Emerging markets offer a dynamic range of investment opportunities at the company level. Our forward-looking, globally-connected, style-agnostic investment process aims to give investors exposure to the best of these opportunities within a balanced portfolio.
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Explore our equities range
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers and a dynamic, forward-looking investment process.
Our range of strategies is underpinned by a robust process designed to meet clients' objectives across capital growth and income.
Global emerging market equities
A range of strategies that offer investors specialist exposure to a rapidly growing asset class, with portfolios targeting income and smaller companies.
Covering both continental and pan-European regions, our range of equity funds focus on identifying companies with improving fundamentals.
Social Transition Global Equity Fund
An equity strategy seeking positive social outcomes while delivering long term capital growth.
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.
The future of pharma: Increased returns or the age of biotech?
8 Dec 2021
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 long decline: Why trend economic growth is set to go on falling
12 Nov 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
Regulatory shifts in China: A new fork in the road?
12 Oct 2021
Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam.
The AIQ Podcast: China's tech crackdown
21 Sep 2021
China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond?
The taming of the few
27 Aug 2021
Despite accusations Big Tech companies are too powerful, their stranglehold across sectors will be hard to loosen. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold on numerous economic sectors will be hard to loosen.
Are bond investors too complacent about inflation?
11 Aug 2021
US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs.
Investors should confront the dark side of tech
9 Jul 2021
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
China’s Big Tech crackdown
5 Jul 2021
Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But China’s regulators are taking swifter, more radical action than their peers in the West.
The Anti-Social Network
2 Jul 2021
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
The taming of the few
1 Jul 2021
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
Shades of grey: Greenwashing poses risks for investors
18 Jun 2021
Greenwashing, whereby an organisation presents a misleading view of its sustainability credentials, has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back.
Human rights: The key to understanding the 'S' in ESG
16 Jun 2021
Companies cannot thrive without healthy and happy employees, consumers and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.
Is there now ‘value’ in value investing?
2 Jun 2021
Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements.
Green is not always clean: Rising tide of greenwash brings risks for investors
19 May 2021
Some companies have long sought to mislead the public about their commitments to sustainability, but greenwashing has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back.
How COVID-19 is accelerating the use of new technologies in construction and manufacturing
14 May 2021
During the pandemic, companies have stepped up investments in technology to communicate remotely with customers and keep their businesses running. As well as boosting efficiency and profitability, it also creating investment opportunities in previously overlooked areas.