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The Journal

Research, updates and market commentary.

Notes from across the investment team — market updates, fund commentary, quarterly reports and long-form investment insights.

Global Equities Strategy — Q2 2026 update

14 July 2026

1 min read

Global Equities Strategy — Q2 2026 update

Quarterly investment report — Q2 2026

Quarterly Reports

1 July 2026

1 min read

Quarterly investment report — Q2 2026

Q2 investor update: navigating a crowded market

20 June 2026

1 min read

Q2 investor update: navigating a crowded market

What structural change in Asia means for long-term portfolios

Investment Insights

18 June 2026

1 min read

What structural change in Asia means for long-term portfolios

Rate expectations and what they mean for equity repricing

30 May 2026

1 min read

Rate expectations and what they mean for equity repricing

Japan's governance reform is still underpriced

Investment Insights

22 Apr 2026

1 min read

Japan's governance reform is still underpriced

What semiconductor reshoring means for the next decade

11 Mar 2026

1 min read

What semiconductor reshoring means for the next decade

Pricing power is the metric that matters most right now

Investment Insights

18 Feb 2026

1 min read

Pricing power is the metric that matters most right now

Health Sciences Fund — navigating a wave of clinical catalysts

27 Jan 2026

1 min read

Health Sciences Fund — navigating a wave of clinical catalysts