Renewables

According to the International Renewable Energy Agency, to remain below the Paris Climate Agreement target of 2°C, the global power sector will need to be transformed to embrace renewable sources of energy.

Learn More

Automation

Automation also has an important role to play in bringing customers previously reliant on e-commerce back into stores. Customers who had a positive experience with in-store automation said they would be willing to shift.

Learn More

Millennial Consumers

The first members of the millennial generation, born in 1980, will turn 40 in 2021. In the US, there are about 80m millennials with a spending power that was projected to reach $1.4 trillion in 2020.

Learn More

Platform Companies

Platform companies are the fast-growing group of “born digital” enterprises that are reshaping the global economy and transforming how we work and live, from where we stay on holiday to running business operations systems in the cloud.

Leran More

Health & Wellbeing

The Health and Wellbeing market has had to change during the global pandemic as consumers under lockdowns or partial lockdowns have had to adapt with limited or no access to gyms, fitness studios and other high-touch wellness-related activities.

Learn More

Real Estate & Infrastructure

What will emerge from this pandemic are more resilient, inclusive and sustainable cities, which could focus on large scale investment in public housing, to help alleviate some of the inequalities seen across urban centres today.

Learn More

Ageing Population

Covid Impact: The Covid-19 pandemic has created significant challenges for the world’s ageing population.

Learn More

The Service Economy

The service economy was one of our themes that was hit hardest during Covid, and we now expect this theme to bounce back hard in 2021.

Learn More

The Explosion of Data

The Explosion of Data remains an important theme for us and growth continues to be driven by the move towards a digital economy and changing preferences in the way individuals access information.

Learn More

CONVICTION-BASED ACTIVE MANAGEMENT

VIEW OUR RANGE OF EQUITY FUNDS

News

Views and Analysis

The rising risk of inflation: Is it real?

We asked our investment collective for their views on longer-term inflationary risks. What’s clear is that this environment will most likely suit nimble investors that can make active, high conviction decisions as they navigate the road ahead.

Read more

Views and Analysis

finding a balance between opportunity, liquidity and volatility

We believe that blended Emerging Market debt strategies offer distinct advantages in finding a balance between opportunity, liquidity and volatility. Furthermore, our approach towards liquidity has given us the flexibility to be highly nimble in positioning the Fund quickly and effectively if market events change.

Read more