Investment strategies

Global investment solutions for institutional clients


  • Video Insights Oct 2019

    Global quarterly update

    Hamish Douglass gives his rationale for investing in China’s Alibaba, discusses the political risk of investing in China and assesses the US presidential race. (Viewing time: 21 min)

  • Video Insights Oct 2019

    Infrastructure quarterly update

    Gerald Stack explains why the portfolio holds more utilities, especially in the US, his reasons for pulling out of UK investments and what the rise of renewable energy means for the investment option. (Viewing time: 10 min)

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