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    Focused investment thinking

  • Whether on the ground, first hand research or talking to expends in their field, our Investment managers take pride in their insightful approach to research, enabling us to take bold and decisive action when managing your Investment. Our publications provide you with regular insight into some of that thinking.
  • Focus on...

    India: Modi builds support ahead of 2019 elections

    Jonathan Schiessl
    Mar 14, 2018
    Now that some time has passed since the start of 2018 and with it the plethora of strategy pieces, we feel it is now appropriate to communicate our thoughts over this key period for India. We remain convinced that India remains one of the most compelling investment destinations for a long-term investor in emerging markets or indeed globally.
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