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Discover Independent Thinking
Behind every innovative solution, every groundbreaking new idea, is a person who analyzed things in a different way. Our investors are encouraged to explore new ideas independently — looking at every opportunity from multiple angles and sharing their insights every day.
These are our Unique Perspectives.
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Article
A theme is not an index
Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."
Article
2023-12-31
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Article
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Article
2027-03-01
Article
2 min
Chart in focus: Rethinking the bond mix
Alex King and Josh Riefler explore the evolving role of global government bonds in portfolios against a backdrop of tight spreads.
2 min
Article
2027-03-31
Article
4 min
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
4 min
Article
2027-03-01
Article
3 min
Chart in focus: The long-term case for quality equity
Our equity experts highlight the resilience of quality equities despite recent setbacks, emphasizing their historical outperformance.
3 min
Article
2027-02-28
Article
5 min
3 reasons to believe in Chinese equities
Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.
5 min
Article
2027-03-31
Article
4 min
Warsh as Fed chair: Something for everyone
Macro Strategist Juhi Dhawan shares five key takeaways on Kevin Warsh, President Trump’s nominee to be the next Fed chair, including thoughts on interest rates, deregulation, and the market impact.
4 min
Article
2027-02-28
Article
5 min
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
5 min
Article
2027-02-25
Article
4 min
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
4 min
Article
2028-02-27
Article
9 min
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
9 min
Article
2027-01-31
Article
3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
3 min
Article
2027-01-31
Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
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