Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
We are proud to share that we have been awarded Equities Manager of the Year at the 2025 Pensions Age Awards.
Watch as Senior Portfolio Manager, Nigel Bliss, reviews the case for international equity investing, considering current valuations and the compelling opportunities available outside the US.
The recent performance of equity markets has been marked by a stark divergence between the US and the rest of the world, significantly inflating the premium attached to US equities.
Watch as Senior Portfolio Manager, Matt Day, explores the overvaluation of the US Dollar from a historical perspective.
Increasingly, many investors are questioning the need to allocate capital to non-US equities. This raises a crucial question: are there compelling reasons to diversify internationally? In this paper, we will explore the arguments for investing in markets outside the US.
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom