Quick thinking from active minds
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.



Latest Insights
Video: Finding great companies in Europe
Video: Finding great companies in Europe
Mark Heslop, Fund Manager, European Growth, explains why pricing power is so important for companies today, and provides a brief introduction to the fund.
29.03.2022
The infinite potential of digitalisation
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation -- the opportunities and challenges, and potential benefits for consumers, companies and investors.
Read time - 5 min.
01.03.2022
Notes from the Investment Floor: Why boring isn’t bad in bond markets
Notes from the Investment Floor: Why boring isn’t bad in bond markets
Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
Read time - 6 min.
02.02.2022
Notes from the Investment Floor: Winter is coming for the UK economy
Notes from the Investment Floor: Winter is coming for the UK economy
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
Read time - 6 min.
09.12.2021