Inference in industrials: enhancing efficiency through AI adoption
The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes
Takeover opportunities in the renewables market
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors
US consumer health: alarm bells are ringing
Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending
Global Social Leaders Strategy
A diversified, global equity strategy that seeks to invest in companies that offer strong corporate cultures and that provide products or services benefitting society.
Sustainable Infrastructure Strategy
Focused on the infrastructure that will drive the transition to a more sustainable economy.
Global Opportunities Strategy
We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.
SFM Report 2024
Celebrating a decade of measuring and reporting the SFM of our investments