Portfolio construction

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Advised Retail multi asset
Article
5 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Practical portfolio considerations for a new economic age

Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.

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5 min
Article
2026-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Article
4 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The long-term rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.

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4 min
Article
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Article
4 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
hero_unique_perspectives_brij-720-484
Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The three hallmarks of an unconstrained bond fund

Portfolio Managers Brij Khurana and Brian Garvey and Investment Director Brian Doherty highlight three key characteristics that they believe every unconstrained bond strategy should incorporate.

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Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.