Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
How should investors think about the ESG and Sustainability risks associated with AI development and application? Mary Manning discusses the ethical risks to consider.
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.
Client Portfolio Manager, Elfreda Jonker takes a look at 5 high quality, diverse global upgraders that bucked the trend during the recent second quarter reporting season.
In this Tech talk, Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Was the reporting season for Q2 better than feared? Chris Willcocks provides a wrap up as we approach the end of second quarter earnings and highlights the key themes within the Industrials sector.
After 2 years, travel has returned and Zoom calls are no longer the new normal. The global portfolio managers share highlights from their overseas investment trips where the team travelled to 7 countries visiting over 200 existing and prospective portfolio companies.
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.