Our views

Raphaël Gallardo sets out our economic perspectives for 2026 and Kevin Thozet describes our investment strategy in this environment.

By William Benoit, Imane Kabbaj and Lloyd McAllister.

Find out how our active approach to stewardship was borne out in Q3 2025.

Three questions to Raphaël Gallardo.

September 2025.

Rita Wyshelesky explores whether sustainable fashion can overcome cost pressures, regulatory hurdles, and scalability challenges to deliver scalable financial returns, as investors weigh its long-term potential against the dominance of fast fashion.

Find out how our active approach to stewardship was borne out in Q2 2025

Discover how we voted at the shareholder meetings of the companies we invest in through our portfolios under management.

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 re-election of Donald Trump has given investors globally a wake-up call, and it is making EM great again.