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The Inflation Inflection: Adjusting to the New Paradigm

We believe 2021 marked an inflection point to a new era of structurally higher inflation—here we offer some ideas about how to position portfolios for the risks, the opportunities and the heightened uncertainty that implies.

Latest Insights

Investment Ideas


Global and European Sustainable Equity Strategies

The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.


Thematic Equities

Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.