We live in an era of unprecedented change – a world of disruption and low growth. Change that is upending established business models and shaping the direction of global financial markets.

Whether it’s the rise of ecommerce, artificial intelligence, demographics or connectivity, the impact of change can be seen across all sectors and industries. 

COVID‑19 has accelerated many of the trends that were already in play. Some companies have seen their economic futures pulled forward, while others may never make it back.

Position your portfolio for change

We believe there are three key elements to investing successfully in today’s environment.

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The environment for global equity investors is inherently more stock-specific than it has been for some time and selectivity will remain crucial in a world that remains defined by change and extreme outcomes.

Scott Berg, Portfolio Manager

Identifying the winners of tomorrow

Discover how our investment teams unearth

first-hand insights

We believe in active management

Backed by the deep experience of our investment teams and the prudent risk management frameworks we apply, we take a ‘clients-first’ approach to investing, and it’s aimed at delivering long-term success for our clients’ portfolios.

Watch our film: How we think and act for the long term

Our thinking

Weekly market recap

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Capital Market Insights: Are we on the cusp of a global capex boom?

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Our thinking

The cycle – where are we? Implications for global equity investors

Read Time: 5 mins David …