"The Long & Winding Road", the Beatles' 1969 anthem, seems appropriate for a world that has long been seeking ways to address environmental protections and preservation. Public excitement about carbon neutrality seems to have waned in the years since COP26, the 2021 United Nations’ summit on climate change. The reality, though, is that renewables are becoming more prevalent, less pricey and more prominent – positioning many countries on a path towards steadily declining emissions.

Discover what's happening in the US market beyond the spotlight of the Magnificent 7. These big tech companies may dominate their respective industries, but the US market is not entirely devoid of opportunities for new entrants. The key lies in understanding that not all growth is created equal. Success is not just about entering the market, but about continuously evolving to meet the changing needs of consumers.

Why and how do some companies keep getting better with age? European Equity Analysts/Portfolio Managers James Hanford and Alistair Wittet delve into Novo Nordisk and L’Orèal – each over a century – to see what can be gleaned from their lengthy histories. They also touch on the predictive power of Lindy’s Law and advances in artificial intelligence that can help investors gauge a company’s potential longevity.

Salmon farmers are facing a tough upstream battle to create businesses that align with ESG principles. ESG Analyst and Portfolio Manager Petra Daroczi details some of the pros and cons of salmon fishing with a focus on one of our portfolio companies: Bakkafrost.

L’année 2022 restera sans doute dans l’histoire comme celle du retour en force de l’inflation, alors que les obligations n’ont pas offert aux fonds diversifiés la même protection que par le passé, ce qui aurait pourtant été souhaité en cette période de repli des actions. Selon nous, une autre option consiste à adopter une approche différente tout en respectant un profil de rendement/risque semblable à celui d’un portefeuille diversifié. Pour amortir les risques baissiers d’une allocation exclusivement en actions, les investisseurs peuvent envisager le recours à une couverture de leur portefeuille.

After a challenging year in 2022 for global stock markets, the future seems brighter for equity investors with quality growth stocks looking particularly attractive. Portfolio Managers Laure Negiar and Zak Smerczak of Comgest’s Global Equity Investment Team discuss how their portfolio is well-positioned to capture the benefits of pricing power and sector trends that are currently driving growth.