Your global, active asset manager with a multi-boutique approach.

Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space.

Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform.

David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure.

Matthew Benkendorf discusses growth vs value investing, finding quality growth opportunities amid volatility and how to approach the markets in 2020.

Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020.

Brian Bandsma discusses India’s slowdown, companies impacted by the trade dispute, redirection of global supply chains, and country rhetoric around trade and technology.

Humans enjoy extrapolating past successes into the future – including when it comes to returns on their investments. Accordingly, baby boomers harbor ambitious expectations whereas millennials do not trust investing. Patterns witnessed over 300 years of financial market history explain what matters when it comes to investing in the current climate. The guide to our return estimates reveals the long-term potential of asset classes and our estimation methods.

Why did so many well educated and well meaning people not take the plastic tsunami seriously until an island of the stuff became headline news?

Employees are consumers that power the economy. They also represent a large part of valuations worldwide. So why are investors so bad at measuring people impact? Understanding how and why employees add value enables companies to get the most from their staff, delivering better results for savers and society.