May 2023 – April 2024
Rethinking GDP to value what matters
Two holdings in our portfolio - Cochlear and Taiwan Semiconductor Manufacturing Company (TSMC) - typify the high quality companies we invest in. These benefit from robust balance sheets, resilient cash flows and good ESG profiles.
What lies ahead for fixed income?
Economic and markets update by Jon Fernie, chief investment officer
Periods of volatility have an impact on the market – and investor returns, either positively or negatively over the short term. But what about longer-term? Is there power in persevering during periods of heightened volatility?
Steel is everywhere. It is the foundation of our cities and critical urban infrastructure. But is its production sustainable?
Quarterly economic update and market outlook by Jon Fernie, chief investment officer
Our active stewardship goes beyond proxy voting to include direct and collaborative engagement and advocacy initiatives. We've summarised some key ones from January-March 2022
We explore how female representation in boards is tracking – and what should be prioritised to increase gender diversity in leadership.
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