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Latest Insights and News
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World-Class Innovation, UK Listed
Ask investors to name the world’s innovation hubs and the UK may not be the first market that comes to mind, but dig a little deeper and the UK market offers exposure to innovative themes, often at a discount to other markets.
- Date published
- 4 Aug 2026
- Tag
- UK Equities
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Emerging Markets: Second Quarter Commentary 2026
We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.
- Date published
- 30 Jun 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update May 2026
The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.
- Date published
- 31 May 2026
- Tag
- Emerging Markets