1536057172
  1. Featured insight

Beyond the bounce: Quality investing in emerging markets

Join Angus Sandison from FSSA Investment Managers to discuss current opportunities in Emerging Markets, the outlook for growth, and why quality businesses and active management remain critical in navigating the regions.

  • 13 mins

Read more

Latest insights

1536057172

Beyond the bounce: Quality investing in emerging markets

Join Angus Sandison from FSSA Investment Managers to discuss current opportunities in Emerging Markets, the outlook for growth, and why quality businesses and active management remain critical in navigating the regions.
  • Video
  • 13 mins

Defence vs. offence

The post-Cold War order is fading, giving way to a more friction prone, multipolar world. We outline what this means for portfolios, our defence exclusions, and how we’re positioned for quality and resilience.
  • Article
  • 4 mins
929618946

Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.
  • Article
  • 8 mins
GettyImages-545761548-min.jpg

Emerging markets’ silent resilience

In an interview with Asset TV, Angus Sandison explains why emerging markets are far from irrelevant. Trading mostly with each other, they can foster resilience and homegrown success.
  • Article
  • 3 mins
GettyImages-545761548-min.jpg

On AI: the Age of Extremes

Extreme views dominate today’s market narrative - especially around AI. While some foresee an imminent singularity, others warn of a bubble. We believe both may be partially right. AI is real and will shape entire industries, but the investable outcomes are likely more modest and diffuse than headlines suggest.
  • Article
  • 6 mins