Our macro approach drives our high conviction investment model, allowing us to combine strategic thinking with active stock selection. We see a variety of themes at play and believe that several funds in our range can offer access to them.
Two interconnected ideas are cyclical recovery and global growth, with most economies around the world now firmly on the recovery path after the turmoil of the financial crisis. A number of funds with exposure to these recovery trends showcase our expertise in Europe, Asia and the US.
We continue to see faster growth in Asia as a major story, but as these economies continue to diverge, greater care is needed when investing. We have several equity funds tied into the Asian theme as well as regional and global bond offerings, which have considerable exposure to the region.