Shifting consumer trends
Markets change, but human nature does not. This year's pandemic-induced swings in sentiment have created opportunities to buy best-in-class cyclical businesses in unloved industries.
Diversification, dispersion and harnessing volatility
Global Income fund overweight in mega-cap US stocks
The pet care market offers moderate but stable growth prospects, helped by a constant rise in pet ownership and increase in spending per pet.
Sustainable Development Goals are a matter of urgency
Is the worst really behind us?