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.
China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.
Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.
Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.