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White papersA differentiated approach to EM debt
Emerging markets (EM) debt offers a broad and differentiated opportunity set, with sources of risk and return that are underrepresented in a typical asset allocation mix. The asset class spans a wide variety of instruments from countries at vastly different stages of economic and political development.
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White papersInvesting in Energy Efficiency to Fight Climate Change
As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
