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5 inevitable and investable long-term growth drivers
Recent insights
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.International viewpoints: US vs international debate
Signs are pointing to a shift from US to international markets. When has this happened before, and what’s ahead?With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Japan Growth Q1 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
Quarterly investment updates
Keep up to date with the latest views of our investment teams in these short strategy briefings.

Long-term vision
It takes time to achieve transformational change. So we invest in companies for years, even decades. And we support their leaders in making decisions that can deliver strong, sustainable returns to you.
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