Is Uzbekistan the most compelling frontier reform story today?
Structural reforms have created new opportunities for investors.
What is powering the frontier market rally?
Frontier economies are benefiting from structural and macro tailwinds....
Value investing in an irrational market
Why might patience be a value investor’s greatest advantage?
The sweetness of steady returns
Despite investors’ desire for “quick wins”, a patient approach can lead...
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning...
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
Resilience in the age of renewables: lessons from the Iberian blackout
What really caused the blackout?
Choosing convertible bond flavours
What are the key differences between the FTSE Global Vanilla and the FTSE...
Back to normality
The return of volatility highlights a shift back to a more typical market...
Middle East conflict: Fertiliser under fire
The war is amplifying risks across fertiliser markets, with knock-on effects...
The electrification era begins
As electrification transforms industries, new sources of durable growth...
Have Quality stocks lost their shine?
Disruption has rewritten the rules of Quality investing – how can approaches...
