Defence vs. offence
The post-Cold War order is fading, giving way to a more friction-prone, multipolar world. FSSA Investment Managers outline the implications for portfolios, their defence exclusions, and how they&rs...
FSSA Investment Managers 17th Feb 2026
FSSA GEM Focus strategy: structured for resilience if developed markets slow down
Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. Nevertheless, the holdings in...
FSSA Investment Managers 27th Sep 2023
EV charging ahead
First Sentier Investors’ Peter Meaney and Kate Turner assess the challenges and investment opportunities presented by rising demand for electric vehicles (EV).
FSSA Investment Managers 11th Jul 2022
Millennials: Tomorrow's Investors
Will Oulton, Global Head of Responsible Investment, First State Investments asks whether the investment ecosystem IS ready to meet the needs of the next generation of investors?
FSSA Investment Managers 2nd Sep 2019
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