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Institutional Investor

Compounding drives Performance

Long-term sustainable active investing has been part of our DNA since 1986. The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years.

Our latest Insights & News

02
min.

India’s Impending Capex Recovery

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.

10
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China's Relevance for the Global Investor

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.

02
min.

Growing Prosperity has Potential

We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.

04
min.

What does President Xi think?

The key to understanding China Evergrande's fate and the consequences for the company's customers, creditors and shareholders is to understand President Xi's agenda.