Emerging Markets

Climate change part 1

“When we have a fact-based worldview, we can see that the world is not as bad as it seems — and we can see what we have to do to keep making it better.” — Hans Rosling, Factfulness
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Emerging Markets

Over a decade of responsible investing in emerging markets

Our highlights and lessons from 11 years of responsible investing in emerging markets.
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Emerging Markets

China outlook – February 2021

Quick to get the pandemic under control, with stronger and more decisive action than the majority of other nations, China’s economy has recovered faster and stronger than most. While challenges remain, China continues to diversify their economy and the spending power of the middle class continues to grow. There are many reasons why the outlook is bright for China, not least the most recent Five-Year-Plan with an increased focus on sustainability. Opportunities abound for long-term investors to capture the returns generated by businesses that benefit from these structural changes.
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