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Multi-Asset

Pyrford International 25 years

In April Pyrford passed the landmark of 25 years of consistently investing for absolute returns. We have successfully navigated

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Global Equities

Japan: reflections on a changing nation

Key themes discussed at the recent Daiwa Investment Conference in Tokyo.

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Responsible Investment

ESG Viewpoint - Can palm oil ever be sustainable?

Palm oil production has serious social and environmental impacts.

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Anthony Willis

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George Gay

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Emerging Markets

10 min read

Trip notes: Vietnam - the emerging China? It’s very hard to visit Vietnam and not get excited about the opportunity.

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Emerging Markets

4 min read

Why we prefer companies with little to no debt We appreciate sleeping comfortably knowing that, even in the worst of times, debt won’t be the variable that will cause an undue issue.

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Emerging Markets

4 min read

Trip notes: Thailand and Malaysia Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.

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Emerging Markets

6 min read

India: a positive outlook Our long-term outlook for India remains unchanged. It is the largest democracy in the world and is among the fastest growing

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Emerging Markets

7 min read

ESG Viewpoint - Corporate Governance in India An overview of the local governance framework and our trip to India with the ACGA

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Emerging Markets

6 min read

China in focus Historically, we have not been able to find many interesting, really high quality companies in China

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Emerging Markets

9 min read

Brazil: Being disciplined on value Our key takeaway: impressive companies in a tough environment – but we won’t overpay for them.

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