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

The power of exceptional companies
Lawrence Burns and Paul Taylor reveal how they identify exceptional companies that drive market returns.September 2025
Video|46 minutes
Climate scenarios: preparing for uncertainty
How scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.February 2025
Video|47 minutes
Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.April 2024
Video|59 minutes


