Insights

Following a research trip to China, Naomi Waistell, shares on-the-ground insights into the country’s economic stabilisation efforts and the structural shifts redefining opportunities.

The main stock-market indices are soaring to record highs despite the uncertain economic climate. Yet beyond the risk of euphoria, the fundamentals remain solid – and some regions could deliver favourable surprises.

Find out our views and positioning on the Fund for the second quarter of 2025.

Given the shifts seen in 2025 to date, what are the effects of currency movements and foreign exchange (FX) hedging on company top and bottom lines?