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  1. Featured insight

Against the current: Why we’re focused on quality amid the market rally

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.

  • 6 mins

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Latest insights

India subcontinent insight

Quality at any price?

Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles.
  • Article
  • 5 mins
India subcontinent insight

Fear of missing out

That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 5 mins
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Asian Growth Update - May 2022

Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious.
  • Article
  • 12 mins
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Global Emerging Markets Equities Focus - April 2022

Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions.
  • Article
  • 4 mins
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India Monthly manager Views - February 2022

We have just returned from India — the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls...
  • Article
  • 5 mins