Global & International Equities
Our Global and International strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.
The Crucial Role of Resources in the Great Energy Transition Debate
It is becoming increasingly clear that to improve the chances of achieving Net Zero by 2050, natural resources companies are a key part of the solution—not the problem.
Semiconductors: The Darkness Before the Dawn
Given the headwinds of a cyclical downturn in demand, high inventories, and rising tensions between China and the U.S., the semiconductor sector is being challenged. But there are a growing number of reasons to be optimistic about the share prices over the medium term.