Overview
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.
Related insights

Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.March 2025
Video|3 minutes
L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.March 2025
Video|3 minutes
Related funds

Responsible Global Equity Income Fund
The Responsible Global Equity Income Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index, over the longer term by investing responsibly.
Worldwide Responsible Durable Growth Fund
The Fund aims to achieve a higher level of income than global equities whilst, over the longer term, achieving growth in both income and capital by investing primarily in shares of companies anywhere in the world which meet the relevant environmental, social and governance criteria and will exclude companies from certain industries and companies which are inconsistent with the principles of United Nations Global Compact for Business.
