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Dec 1, 2020

Investing perspectives

A systematic approach to active management

Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.

Investing perspectives

Investment opportunities in a changing world

Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.