Spring tide: how will EM benefit from nearshoring
Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
We aim to deliver long-term results for our clients by identifying and investing in quality companies and future leaders. Assessing quality is the starting point. We rate every company against our strict criteria to uncover strong business models, clear competitive advantages, industry leaders and innovators.
Fundamental research, supported by our global presence and proprietary tools, aims to allow us to identify investment opportunities ahead of the broader market and deliver differentiated portfolios of best ideas to our clients.
Environmental, social and governance (ESG) analysis and company engagement is integral to our equity process for managing risk and potentially generating positive returns. Using proprietary ESG ratings and other tools, we rate companies on ESG opportunities and risks, analysing their financial materiality.
Once invested in a company, we are active, engaged owners driving positive action. We focus on constructive dialogue to drive improvements and have clearly set milestones for measuring success.
Recognising the breadth of our clients’ investment objectives, we offer a range of distinctive, differentiated equity investment solutions. Through our global extensive research presence, we provide a broad range of client-focused strategies that include Sustainability, Income and Small and Mid-Cap investment strategies.
Utilising our deep fundamental knowledge of companies, we look to construct portfolios that are highly differentiated from the benchmark and carefully risk-managed. The result is high-conviction portfolios that aims to meet our clients’ needs, with robust risk-adjusted returns.
We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.
We actively engage with the companies in which we invest with a top down Portfolio Construction Committee assessment of ESG risks by country. We screen out pipeline opportunities that do not fit with our ESG focus and objective and combine this with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.
This is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance potential long-term returns.
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