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Impact Report 2023 Summary
The Improving Society Strategy was developed to generate intentional, measurable positive change in the world while also generating long-term financial returns for our clients. The inaugural report provides the ethos and aims of the Strategy.
- Date published
- 6 Jun 2024
- Tag
- Improving Society Strategy
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Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
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Emerging Markets: Alive and Clicking
Putting the spotlight on China’s internet sector.
- Date published
- 20 May 2024
- Tag
- Global Emerging Markets
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Impact Stories - FDM Group
We explore the FDM Group. A market leader in global consultancy.
- Date published
- 14 May 2024
- Tag
- Improving Society Strategy
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Seismic thematic shifts bringing opportunities and disruptions
Eight medium-term thematic opportunities catching three seismic shifts.
- Date published
- 8 May 2024
- Tag
- Global Long-Term Unconstrained
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Stewardship Annual Report 2024
We’ve evolved our approach to stewardship over the last two decades. 2023 has seen the launch of our first social impact strategy, progress on our climate and diversity goals and greater recognition for our investor-led model from the PRI.
- Date published
- 1 May 2024
- Tag
- Stewardship Matters
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Impact Stories - Intuitive Surgical
We explore Intuitive Surgical, Global leaders in minimally invasive care and the pioneers of robot assisted surgery.
- Date published
- 10 Apr 2024
- Tag
- Improving Society Strategy
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Q4 2023 Results Season
Wrap and highlights.
- Date published
- 4 Apr 2024
- Tag
- Global Long-Term Unconstrained
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Innovative Approach To Risk Analysis
Analysing portfolio risk exposures through fundamental assessments.
- Date published
- 19 Mar 2024
- Tag
- Global Long-Term Unconstrained
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Stewardship Matters – Edition 12: The path to Net Zero
This edition focuses on the path to net zero and provides an update on the progress being made by our investment teams and the outcome of our Australian conference on sustainability, on our Pathway to 2030.
- Date published
- 18 Mar 2024
- Tag
- Stewardship Matters
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Innovation Opportunities In Healthcare
Medical technology and life science companies are benefiting from lifestyle shifts and demographic changes.
- Date published
- 21 Feb 2024
- Tag
- Global Long-Term Unconstrained