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Sustainability Report 2025

We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.

17 August, 2026
3 mins

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Sustainability Report 2025

We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.

17 August, 2026
Article
3 mins

Much of the world has spent the past month watching twenty-two people contest a ball across pitches throughout the North American continent. We have been watching a different contest, played out in Icheon and Pyeongtaek in South Korea, where the field of play is three-quarters of a millimetre high and the trophy is a share of the fastest-growing large market in the world economy.

13 July, 2026
Article
5 mins

The pulse of innovation: How China’s technology hub is transforming healthcare in emerging markets

We explore how Shenzhen medical device companies such as Mindray are taking advantage of the city’s knowledge and manufacturing networks to compete on the global stage.

22 June, 2026
Article
10 mins

India’s investment boom

Rising household savings, digitalisation and financial literacy are driving rapid expansion of mutual funds in India, unlocking value across the investment ecosystem.

19 June, 2026
Article
6 mins

The Friction Test: What the market gets wrong about AI disruption

It has been a difficult period for the fund. At the time of writing, a number of our holdings are being challenged by an increasingly narrow view of where durable value creation will sit in an artificial intelligence (AI)-driven world.

30 April, 2026
Article
8 mins

Performance review: Narrative versus fundamentals

Markets often seize on a dominant theme and apply it broadly, rewarding what fits the narrative and punishing what does not.

29 April, 2026
Article
5 mins

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.

17 February, 2026
Article
6 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.

12 February, 2026
Article
4 mins

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.

28 October, 2025
Article
3 mins

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.

22 October, 2025
Article
6 mins

Unbanked no more: How challenger banks are rewriting the rules in emerging markets

Nimble challenger banks in developing economies are disrupting sleepy incumbents by offering superior service. In doing so, they are opening new markets and delivering benefits for citizens.

13 October, 2025
Article
4 mins

FSSA Investment Managers

Sustainability Report 2025

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