Research Review
28 April 2022
Research Review 2021
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Long View
19 January 2022
6
min
read
Raising the standard
Why the right kind of sustainability reporting really matters.
Long View
21 October 2021
8
min
read
On sustainable investing
This article looks at the key issues we consider when seeking to invest sustainably and outlines the principles we follow.
Long View
30 June 2021
6
min
read
Avoiding own goals
What does Europe’s recent football controversy teach us about investing?
Long View
31 March 2021
6
min
read
A new PIN code for the world
Changing global demographics can present opportunities for the careful investor.
Long View
31 December 2020
9
min
read
A closer look at quality
With high growth rates and a seemingly long runway, why do we not invest in Chinese tech companies?
Long View
30 September 2020
6
min
read
When the going gets tough, the tough get going
As investors in emerging markets, we understand only too well the need to select businesses toughened by prior crises.
Long View
30 June 2020
6
min
read
What makes a good bank?
A case study on Kotak Mahindra Bank to show how we evaluate banks (and why we have recently invested in Kotak).
Long View
31 March 2020
7
min
read
Notes from the road – India
India comprises around 19% of the portfolio, but we’re interested in more than its large market.
