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Navigating Global Equities in a Trump 2.0 World
Future Quality Investing - Finding Tomorrow's Winners in a Changing World In these uncertain times of significant geopolitical, economic, and technological
disruption, it's crucial to have a guiding compass for your investment decisions. Global Equity Portfolio Manager, Will Low, shares how the Edinburgh-based
Nikko AM Global Equity team is navigating equity investments in the Trump 2.0 era. Watch to learn more about: • The implications of changing global capit…
Amati Insights 18 March 2025 - Life Sciences under Trump: threats and opportunities
The life sciences industry is an important driver of innovation but facing challenges and opportunities under the new US administration. Join Dr Gareth Blades
for an investor update on the sector following his recent visit to the US
Amati Insights 21 January 2025 - Precision medicine: a nuclear option?
Recent breakthroughs in radiation therapies are the crest of the wave for a new frontier of cancer diagnostics and treatments. Join Graeme Bencke and Dr
Gareth Blades of the Amati Global Innovation Fund as they discuss the innovations taking place and the potential opportunities for informed investors.
Amati Insights 4 February 2025 - DeepSeek: popping the AI bubble or accelerating the AI growth?
Release of the DeepSeek AI model has caused some extreme market reactions and a lot of soul searching in the investment industry. As the dust settles and
more information comes to light, Amati managers Mikhail Zverev and Graeme Bencke discuss the implications and consider how pragmatic and disciplined
innovation investors should navigate this development.
Amati Insights 4 March 2025 - Industrial Bioengineering: still a $4 trillion opportunity?
Using industrial biological processes to manufacture more – food, medicine, energy commodities, agricultural inputs – was once seen as a 4 trillion dollar
opportunity. After many disappointments, the sector is out of the limelight, but the underlying opportunity may still be intact. Join Amati managers Mikhail
Zverev and Graeme Bencke as they explore what’s working today, where the growth is coming from, and what are the biggest long term prizes for this evol…
Long-term Investing in Emerging Market Equities
Join MSCI and Allspring Global Investments for an exclusive webinar hosted by IPE featuring the long-run history of emerging markets (EM), highlighting the
characteristics needed for investment success. In this call, Anil Rao, Executive Director MSCI Research & Development, will share the findings of his recently
published research paper - Long-Term Investing in Emerging Markets - identifying drivers of total shareholder returns. Anil will then be joined by Alison Shim…
BPI Iberia - 1Q 2025
BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments. The fund aims to beat the Iberian Market over a reasonable time
frame through an active management approach. If you wish to view a detailed description of the investment philosophy, approach and process of BPI Iberia,
you can watch, on demand, the general video presentation of the Fund by clicking on the link below or copying and pasting it to your browser. https://www.b…
A new paradigm in the US calls for a new approach: Can machine learning deliver a diversified alpha
stream?
The Trump administration brings with it opportunities, challenges and uncertainty for global investors and is leading both passive and active allocators to
rethink their US equity allocations. Many active portfolios contain unintended structural active biases to certain factors and top-down risks, which can lead to
positive performance outcomes over the longer term. But this can also mean they are susceptible to prolonged periods of underperformance over the shor…
A universal approach to global equities - focused on the fundamentals
For Professional Clients only, not suitable for Retail Clients. Scouring an investment universe with over 6,500 companies can seem like a momentous task
alongside the uncertain macro backdrop of geopolitical tensions and volatile markets. With years of investment experience and a robust systematic
framework, the Life Cycle approach helps our Global Equities team to analyse opportunities in the market to identify those companies that they believe will …