US Offshore

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.

2023 was a turbulent year, marked by a challenging economic environment, heightened geopolitical tensions, the vertiginous rise of AI, and the deepening impacts of climate change and biodiversity loss. In our latest 2024 report, we present last year's key activities around active ownership, ESG governance, thought leadership and more.

From the 1990s onwards, our innovative thematic equity strategies have looked beyond benchmarks to offer investors the opportunity to capitalise on the most powerful trends shaping our world.

We have been managing alternatives since 1989, making us one the earliest entrants into areas such as private equity. Today, we believe they are an area where we can add true alpha.

Our locally based multi asset teams construct regionally tailored portfolios from a wide range of financial instruments to generate attractive returns.

As an early entrant into emerging markets, we combine deep market knowledge with a disciplined approach to risk to create a range of fixed income, equity and absolute return strategies.