Appointed 1 Jan 2024
Mark Lam
Global Life Sciences – strategy update
Please watch an update on Global Life Sciences strategy from Andy Acker, Portfolio Manager on the Health Care and Biotech Teams, which took place on 22 February 2024.
The data to watch as global markets diverge
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
European equities: our takeaways from earnings season
Richard Brown provides an update on Europe’s latest earnings season and looks ahead at the key investment themes that are likely to shape European markets in 2024.
Developed Market Central Bank Outlook 2024
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
The other 493: Finding opportunities outside the Mag 7
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Are global small caps a big draw for 2024?
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
European real estate: Are we nearly there yet?
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.