A singular obsession with certain ESG metrics is taking us down a narrow and precarious path. It leads to a black and white box-ticking...

Much suffering and millions of deaths have been brought about by COVID-19. The pandemic is playing out in in real time on our screens and...

During Covid-19 the world fell into a synchronised anxiety for the first time, arguably, since the Cuban Missile Crisis in 1962. But this...

Covid-19 has fundamentally changed the world, our habits and behaviours. How do you distinguish between consumer trends which are set for...

COVID-19 has thrown the world out of balance and created uncertainty and anxiety. The pandemic has impacted lifestyles, what and where we...

Far too many companies still operate from their own ‘financially-driven’ set of values. They still haven’t understood that trends are...

It is often assumed that growth in Emerging Markets stems from the expanding youth population. On-the-ground insights, however, point to...

Traditional finance theory suggests that the pursuit of profit is as universal as gravity. Yet the values of society change over...

Companies try to predict trends, and they can get it wrong. The simple reason is that companies often display tunnel vision. They see the...

Emerging Market are changing fast, but while some topics and challenges might be shared with the developed world, the solutions are often...

Emerging Markets are full of undiscovered opportunities and hope. Analysts can get stary-eyed in the face of exciting growth stories and...

When investing in Emerging Markets we need to make an effort to understand consumers’ values. People no longer only want to be rich; they...

Private healthcare is set to grow exponentially in many EMs as the lower socioeconomic classes prefer to pay for access to doctors rather...

Like many, we were saddened and concerned at the fires ravaging the Amazon rainforest. The accelerated destruction of what is one of the...

Women’s empowerment is one of the biggest themes across emerging markets today. Its impact will change people’s lives, and will affect...

Rural electrification is already having a major impact on society and female empowerment in emerging markets. We believe that in some...

There were some very forward-thinking discussions at the Portfolio Construction Forum Strategies Conference on 22-23 February 2018 in...

With air pollution reaching unsustainable levels, in India the catalyst for change is hidden in clear sight and the change will have a...