Global Long-Term Unconstrained Equity manager
Perfect storm of cost saving and regulatory burden behind deals
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
Woodford drama proves independent oversight is necessary
Celebrating the achievements of women in in the industry
Concentrated portfolio of 20 to 40 high-quality companies
India and trade disputes give EM managers a lot to think about