The rise and rise of China
Article

The rise and rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

Evergreening Evergrande Calling Time
Article

Evergreening Evergrande: Calling time

We unpick the implications of the growing crisis in China’s real-estate sector for investors.

The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The new tech cold war: unearthing growth in a silicon-focused world

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

Thematic investing
Article

Thematic investing: what it is and how we do it

We explain how we currently use themes in our investment approach.