A perspective on returns – thoughts from our Real Return team

In the early part of this decade, we discussed a qualitative idea for the post-millennial world, which we called ‘A perspective on returns’. In a new paper we provide an update on our thinking amid the current escalation in financial-market volatility.

Find out more

Our investment philosophy

Global thematic investing – Our investment philosophy

Our global, thematic investment approach in a nutshell.

Watch the video

Investment comment Jan 2018

Investment comment – January 2018

Given the protective role of policymakers since the financial crisis, the $450 million sale of Leonardo da Vinci’s ‘Saviour of the World’ in November was an apt example of the effects of easy money.

Download the article

Responsible Investment - Home page teaser

Responsible investment

We believe that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term investment opportunities.

Read more