Latest insights

21 September 2022 < 1 min

Model Portfolios update - August 2022

Deputy Portfolio Manager Henrietta Walker takes us through some of the recent changes to the model portfolios. Watch this month's update to find out about: Our rebalancing at the end of August - where did we increase and decrease our exposure? The market backdrop that caused us to...

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21 September 2022 2 mins

The week in markets - 21 September 2022

With US inflation higher than expected, we take a look at markets and spotlight a few of the most significant events in the last few weeks. US inflation broadened in August, suggesting more rates rises to come Annual US inflation was higher than expected in August, with headline...

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20 September 2022 6 mins

Diversifying best ideas

As thematic investors, we construct concentrated portfolios of stocks from an investment universe delineated by our five mega themes. These stocks have good through-cycle growth potential, are aligned for societal good and usually have a holding period that stretches beyond the next 2-3 years. We invest according to...

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16 September 2022 < 1 min

Six minute strategy - Don't fight the fed...yet

With only a week to go before a pivotal Federal Reserve meeting, a broadening of US inflation data has roiled global financial markets once again. The switch in market expectations shows how vulnerable markets are to sticky inflation and how robust central bankers need to be. In his...

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