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Expanding the content toolkit for Global MultiTheme Equity |
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As part of our push to promote the GMT strategy in EMEA, we are launching a refreshed content toolkit, built around the new “capturing a world in motion” narrative, to help our client-facing professionals explain the strategy’s long term edge and address recent performance in a clear, consistent way.
Please see below for the latest available materials to help promote the strategy in EMEA, and where to find them.
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| 1 page “elevator pitch” |
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A quick overview of the core themes, team set up and approach to capturing the long-term drivers of structural growth while actively managing risk.
CLICK HERE
Purpose: Long-life strategy-level summary that can be shared as a complement to the fact sheet.
Compliance approved: EMEA retail, intermediary, institutional |
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| Four principles for adding alpha in a global equity allocation |
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Last year was a challenging one for the fund. This review discusses how tariff uncertainty and shifting AI sentiment drove markets, what worked and what did not in the portfolio as the market environment shifted.
CLICK HERE
Use case: full-year narrative for prospects (particularly those focused on the shorter UCITS track record) who want granularity on attribution and the rationale behind portfolio decisions in 2025.
Compliance approved: EMEA Intermediary, Institutional |
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| 2025 Portfolio Review |
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A quick overview of the core themes, team set up and approach to capturing the long-term drivers of structural growth while actively managing risk.
CLICK HERE
Purpose: Long-life strategy-level summary that can be shared as a complement to the fact sheet.
Compliance approved: EMEA retail, intermediary, institutional |
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Link to the fact sheet on the website |
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DOWNLOAD |
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