Active equity

Equities have long been one of the traditional cornerstones of portfolios but we believe in the current climate one needs smarter, more differentiated approaches. We offer a wide range of long-only, long/short, active fundamental, systematic and passive equity offerings from across our platform.

November 2024 Fixed Income

China stimulates, emerging countries win

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.
September 2024 Active Equity

Thematic equity: the active element of a global stock portfolio

Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.
September 2024 Active Equity

AI and big data: revolutionising urban resilience

Smart cities need to strike a delicate balance between deploying transformative power of AI and big data and reducing high tech's growing environmental impact.
September 2024 Active Equity

1.5°C lifestyles: consuming and living within planetary limits

Find out what kind of lifestyle changes urban planners and inhabitants should make in order for cities to meet the Paris climate goals.
September 2024 Active Equity

The growing appeal of carbon capture

Carbon dioxide removal is a burgeoning technology that is now increasingly considered vital to achieving net zero goals.
September 2024 Active Equity

Emerging market equities: the view from the ground

When it comes to emerging market equities investment, local insights can help create significant additional value.
August 2024 Active Equity

Financing the transition towards sustainable and resilient cities

The pressing challenge of urbanisation takes the centre stage in this year's forum where participants emphasise the need for collaborative efforts, innovative financing and transformative approaches.
August 2024 Active Equity

Energy transition in EM: accelerating change

Why EM Inc is in a unique position to accelerate the global energy transition.
June 2024 Active Equity

EM Asia’s starring role in new era of edge AI

Emerging market equities could help investors tap into the next wave of the AI boom.
June 2024 Active Equity

Brand innovation: not tech, but design

Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design.
June 2024 Active Equity

Premium brands: travel moves upmarket

The shape of travel is shifting. The offering is moving increasingly upmarket, in part to capture the business travellers who are tacking on days of leisure to their trips.
June 2024 Active Equity

Rethinking emerging markets

Different forces are at work on emerging market economies. Thinking about them across various dimensions helps to make sense of how their equity markets have and are likely to perform.
May 2024 Active Equity

Impact investing in public markets

Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also those that can improve their impact through active ownership.
May 2024 Active Equity

Data centres: embracing the impact of AI

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand.
April 2024 Active Equity

Emerging markets: the back door to AI investments

US tech firms Nvidia and Microsoft have understandably become AI darlings. But investors looking to capitalise on advances in machine learning should also take a close look at emerging markets.