Alternative Energy Fund - May 2025
China & Hong Kong Fund – Review of April 2025
Global Innovators – May 2025
Alternative Energy Fund – April 2025
China & Hong Kong Fund – Review of March 2025
Global Energy - April 2025
Global Innovators – April 2025
Alternative Energy Fund - March 2025
China & Hong Kong Fund – Review of February 2025
Global Innovators – March 2025
Alternative Energy Fund - February 2025
China & Hong Kong Fund – Review of January 2025
Global Energy - February 2025
Global Innovators – February 2025
Alternative Energy Fund - Outlook for 2025
China & Hong Kong Fund – Review of 2024
Global Innovators – January 2025
China & Hong Kong Fund – Review of November 2024
Global Energy - December 2024
Global Innovators – December 2024
Alternative Energy Fund - November 2024
China & Hong Kong Fund – Review of October 2024
Global Energy - November 2024
Global Innovators – November 2024
Alternative Energy Fund - October 2024
China & Hong Kong Fund – Review of Q3 2024
Global Energy - October 2024
Global Innovators – October 2024
Alternative Energy Fund - September 2024
China & Hong Kong Fund – Review of August 2024
Global Innovators – September 2024
China & Hong Kong Fund – Review of July 2024
Global Innovators – August 2024
China & Hong Kong Fund – Review of June 2024
Global Innovators – July 2024
China & Hong Kong Fund – Review of May 2024
Global Innovators – June 2024
China & Hong Kong Fund – Review of April 2024
Global Innovators – May 2024
China & Hong Kong Fund – Review of Q1 2024
Global Innovators – April 2024
China & Hong Kong Fund – Review of February 2024
Global Innovators – March 2024
China & Hong Kong Fund – Review of January 2024
Global Innovators – February 2024
Alternative Energy Fund - 2024 Outlook
China & Hong Kong Fund – Review of 2023
Global Innovators – January 2024
China & Hong Kong Fund – Review of November 2023
Global Innovators – December 2023
China & Hong Kong Fund – Review of October 2023
Global Innovators - November 2023
China & Hong Kong Fund – Review of September 2023
Global Innovators – October 2023
China & Hong Kong Fund – Review of August 2023
Global Innovators – September 2023
Alternative Energy Fund - August 2023
China & Hong Kong Fund – Review of July 2023
Global Innovators – August 2023
China & Hong Kong Fund – Review of Q2 2023
Global Innovators – July 2023
Global Innovators – June 2023
China & Hong Kong Fund – Review of May 2023
Global Innovators – May 2023
China & Hong Kong Fund – Review of Q1 2023
Global Innovators – April 2023
Global Innovators – March 2023
China & Hong Kong Fund – Review of January 2023
Global Innovators – February 2023
China & Hong Kong Fund – Review of 2022
Global Innovators – January 2023
China & Hong Kong Fund – Review of November 2022
Global Innovators – December 2022
China & Hong Kong Fund – Review of October 2022
Global Innovators – November 2022
China & Hong Kong Fund – Review of Q3 2022
Global Innovators – October 2022
China & Hong Kong Fund – Review of August 2022
Global Innovators – September 2022
China & Hong Kong Fund – Review of July 2022
Global Innovators – August 2022
Global Innovators – July 2022
China & Hong Kong Fund – Review of May 2022
China & Hong Kong Fund – Review of Q2 2022
Global Innovators – June 2022
China & Hong Kong Fund – Review of April 2022
Global Innovators – May 2022
China & Hong Kong Fund – Review of March 2022
Global Innovators – April 2022
China & Hong Kong Fund – Review of February 2022
Global Innovators – March 2022
Global Innovators – February 2022
Alternative Energy Outlook for 2022
China & Hong Kong Fund - Review of 2021
China & Hong Kong Fund – Review of January 2022
Global Energy Outlook for 2022
Global Innovators - January 2022
China & Hong Kong Fund Update – Review of November 2021
Global Innovators – December 2021
China & Hong Kong Fund Update – Review of October 2021
Global Innovators – November 2021
China & Hong Kong Fund Update – Review of September 2021
Global Innovators – October 2021
China & Hong Kong Fund Update – Review of August 2021
Global Innovators – September 2021
Global Innovators – August 2021
China & Hong Kong Fund Update - Review of July 2021
Global Energy - July 2021
Global Innovators – July 2021
China & Hong Kong Fund Update – Review of Q2 2021
Global Innovators – June 2021
China & Hong Kong Fund Update - Review of April 2021
Global Innovators – May 2021
China & Hong Kong Fund Update - Review of March 2021
Global Innovators – April 2021
China & Hong Kong Fund Update - Review of February 2021
Dividend Builder Fund – March 2021
Global Innovators - March 2021
Dividend Builder Fund – February 2021
Global Innovators - February 2021
Alternative Energy Fund Outlook for 2021
Asia Pacific Dividend Builder – Review of January 2021
China & Hong Kong Fund Update – Review of 2020
Dividend Builder Fund - Annual Review of 2020
Global Innovators - Annual Review of 2020
China & Hong Kong Fund Update – Review of November 2020
Dividend Builder Fund – December 2020
Global Innovators - December 2020
China & Hong Kong Fund Update - Review of October 2020
Dividend Builder Fund - November 2020
Global Innovators – November 2020
China & Hong Kong Fund Update - Review of September 2020
Dividend Builder Fund – October 2020
Global Energy Q3 2020
Global Innovators - October 2020
China & Hong Kong Fund Update - Review of August 2020
Dividend Builder Fund – September 2020
Global Innovators – September 2020
Asia Pacific Dividend Builder – Review of August 2020
China & Hong Kong Fund Update - Review of July 2020
Dividend Builder Fund - August 2020
Global Innovators - August 2020
Asia Pacific Dividend Builder - July 2020
Asia Pacific Dividend Builder - Q2 2020
Dividend Builder Fund - July 2020
Global Energy Q2 2020
Global Innovators - July 2020
China & Hong Kong Fund Update - Review of May 2020
Dividend Builder Fund - June 2020
Global Innovators - June 2020
Asia Pacific Dividend Builder - Review of April 2020
China & Hong Kong Fund Update - Review of April 2020
Dividend Builder Fund - May 2020
Global Innovators – May 2020
Asia Pacific Dividend Builder - Review of March 2020
China & Hong Kong Fund Update - Review of March 2020
Dividend Builder Fund - April 2020
Global Energy Q1 2020
Global Innovators - April 2020
Asia Pacific Dividend Builder - Review of February 2020
China & Hong Kong Fund Update - Review of February 2020
Dividend Builder Fund - March 2020
Global Innovators - March 2020
China & Hong Kong Fund Update - Review of January 2020
Dividend Builder Fund - February 2020
Global Innovators - February 2020
Alternative Energy Fund Outlook for 2020
Asia Pacific Dividend Builder - Review of 2019
China & Hong Kong Fund - Review of 2019
Dividend Builder Fund – Review of 2019
Global Energy Outlook for 2020
Global Innovators – Review of 2019
Asia Pacific Dividend Builder – Review of November 2019
Dividend Builder Fund – December 2019
Global Innovators – December 2019
Asia Pacific Dividend Builder – Review of October 2019
Dividend Builder Fund – November 2019
Global Innovators – November 2019
Asia Pacific Dividend Builder - Review of September 2019
Dividend Builder Fund - October 2019
Global Energy Q3 2019
Global Innovators - October 2019
Asia Pacific Dividend Builder Fund - Review of August 2019
Dividend Builder Fund - September 2019
Global Innovators - September 2019
Asia Pacific Dividend Builder Fund – Review of First Half of 2019
Dividend Builder Fund – August 2019
Global Innovators - August 2019
Dividend Builder Fund – July 2019
Global Energy Q2 2019
Global Innovators – July 2019
Dividend Builder Fund – June 2019
Global Innovators - June 2019
Asia Pacific Dividend Builder Fund - Review of April 2019
Asia Pacific Dividend Builder Fund - Review of May 2019
China & Hong Kong Fund Update - Review of April 2019
Dividend Builder Fund – May 2019
Global Innovators - May 2019
Asia Pacific Dividend Builder Fund - Review of March 2019
China & Hong Kong Fund Update - Review of March 2019
Dividend Builder Fund - April 2019
Global Energy Q1 2019
Global Innovators – April 2019
Asia Pacific Dividend Builder Fund - Review of February 2019
China & Hong Kong Fund Update - Review of February 2019
Dividend Builder Fund - March 2019
Global Innovators - March 2019
Asia Pacific Dividend Builder Fund - Review of January 2019
China & Hong Kong Fund Update - Review of January 2019
Dividend Builder Fund - February 2019
Global Innovators - February 2019
Asia Pacific Dividend Builder Fund - Review of 2018
Dividend Builder Fund - Review of 2018
Global Energy Outlook for 2019
Global Innovators – Review of 2018
Asia Pacific Dividend Builder – December 2018
China & Hong Kong Fund Update - December 2018
Global Innovators – December 2018
Asia Pacific Dividend Builder - November 2018
China & Hong Kong Fund Update - November 2018
Dividend Builder Fund - November 2018
Global Innovators - November 2018
Asia Pacific Dividend Builder – October 2018
China & Hong Kong Fund Update - October 2018
Dividend Builder Fund - October 2018
Global Energy - October 2018
Global Innovators - October 2018
Asia Pacific Dividend Builder - September 2018
China & Hong Kong Fund Update - September 2018
Dividend Builder Fund - September 2018
Global Innovators – September 2018
Alternative Energy - August 2018
Asia Pacific Dividend Builder - August 2018
Dividend Builder Fund - August 2018
Global Innovators - August 2018
Asia Pacific Dividend Builder - July 2018
China & Hong Kong Fund Update - July 2018
Dividend Builder Fund - July 2018
Global Energy - July 2018
Global Innovators - July 2018
Asia Pacific Dividend Builder - June 2018
Dividend Builder Fund - June 2018
Global Innovators - June 2018
Asia Pacific Dividend Builder - May 2018
Dividend Builder Fund - May 2018
Global Innovators - May 2018
Alternative Energy - April 2018
Asia Pacific Dividend Builder - April 2018
Dividend Builder Fund - April 2018
Global Energy - April 2018
Global Innovators - April 2018
Asia Pacific Dividend Builder - March 2018
Dividend Builder Fund – March 2018
Global Innovators – March 2018
Dividend Builder Fund - February 2018
Global Innovators - February 2018
Alternative Energy - January 2018
Asia Pacific Dividend Builder - January 2018
Dividend Builder Fund - January 2018
Global Innovators - January 2018
Asia Pacific Dividend Builder - December 2017
Dividend Builder Fund – December 2017
Global Innovators – December 2017
Asia Pacific Dividend Builder - November 2017
Dividend Builder Fund – November 2017
Global Innovators - November 2017
Alternative Energy - October 2017
Asia Pacific Dividend Builder – October 2017
Dividend Builder Fund – October 2017
Global Energy – October 2017
Global Innovators - October 2017
Asia Pacific Dividend Builder - September 2017
Dividend Builder Fund - September 2017
Global Innovators – September 2017
Alternative Energy – August 2017
Asia Pacific Dividend Builder – August 2017
Dividend Builder Fund – August 2017
Global Innovators – August 2017
Asia Pacific Dividend Builder – July 2017
Dividend Builder Fund – July 2017
Global Energy – July 2017
Global Innovators – July 2017
Asia Pacific Dividend Builder – June 2017
Dividend Builder Fund – June 2017
Global Innovators – June 2017
Asia Pacific Dividend Builder – May 2017
Dividend Builder Fund – May 2017
Global Innovators – May 2017
Alternative Energy – April 2017
Asia Pacific Dividend Builder – April 2017
Dividend Builder Fund – April 2017
Global Energy - April 2017
Global Innovators – April 2017
Asia Pacific Dividend Builder – March 2017
Dividend Builder Fund – March 2017
Global Innovators – March 2017
Alternative Energy – February 2017
Asia Pacific Dividend Builder – February 2017
Dividend Builder Fund – February 2017
Global Innovators – February 2017
Asia Pacific Dividend Builder Fund - January 2017
Dividend Builder Fund – January 2017
Global Innovators - January 2017
Asia Pacific Dividend Builder - December 2016
Dividend Builder - December 2016
Global Innovators – December 2016
Asia Pacific Dividend Builder - November 2016
Dividend Builder - November 2016
Global Innovators - November 2016
Alternative Energy - October 2016
Asia Pacific Dividend Builder - October 2016
Dividend Builder - October 2016
Global Energy - October 2016
Global Innovators - October 2016
Asia Pacific Dividend Builder - September 2016
Alternative Energy - August 2016
Asia Pacific Dividend Builder - August 2016
Dividend Builder - August 2016
Asia Pacific Dividend Builder - July 2016
Dividend Builder - July 2016
Global Innovators - July 2016
Asia Pacific Dividend Builder - April 2016
Dividend Builder - April 2016
Global Energy - April 2016
Global Innovators - April 2016
Alternative Energy - January 2016
Asia Pacific Dividend Builder - January 2016
Dividend Builder - January 2016
Global Energy - January 2016
Global Innovators - January 2016
Alternative Energy - October 2015
Asia - October 2015
Dividend Builder - October 2015
Energy - October 2015
Global Innovators - October 2015
Alternative Energy - August 2015
Asia - July 2015
Energy - July 2015
Global Innovators - July 2015
Alternative Energy - May 2015
Asia - April 2015
China - April 2015
Dividend Builder - April 2015
Energy - April 2015
Global Innovators - April 2015
China - February 2015
Energy - February 2015
Alternative Energy - January 2015
Asia - January 2015
Dividend Builder - January 2015
Global Innovators - January 2015
Alternative Energy - October 2014
Asia - October 2014
China - October 2014
Energy - October 2014
Alternative Energy - August 2014
Asia - July 2014
China - July 2014
Energy - July 2014
Alternative Energy - April 2014
Asia - April 2014
China - April 2014
Dividend Builder - April 2014
Energy - April 2014
Alternative Energy - February 2014
Dividend Builder - February 2014
Energy - February 2014
Energy - January 2014
Alternative Energy - December 2013
Asia - December 2013
Dividend Builder - December 2013
Asia - November 2013
Dividend Builder - November 2013
Energy - November 2013
Alternative Energy - October 2013
Asia - October 2013
Dividend Builder - October 2013
Energy - October 2013
Alternative Energy - September 2013
Asia - September 2013
Dividend Builder - September 2013
Energy - September 2013
Alternative Energy - August 2013
Asia - August 2013
Dividend Builder - August 2013
Energy - August 2013
Asia - July 2013
Dividend Builder - July 2013
Energy - July 2013
Alternative Energy - June 2013
Asia - June 2013
Dividend Builder - June 2013
Energy - June 2013
Alternative Energy - May 2013
Asia- May 2013
Dividend Builder - May 2013
Energy - May 2013
Asia - April 2013
Dividend Builder - April 2013
Energy - April 2013
Alternative Energy - March 2013
Asia - March 2013
Dividend Builder - March 2013
Energy - March 2013
Alternative Energy - February 2013
Asia - February 2013
Dividend Builder - February 2013
Energy - February 2013
Alternative Energy - January 2013
Asia - January 2013
Dividend Builder - January 2013
Energy - January 2013
Opportunities in Innovation
In the following white paper, we take a closer look at our 9 innovation themes, giving color to the rationale behind the investment prospect, and categorizing the themes based on certain characteristics. We examine the opportunity set, looking at the investment opportunities and example companies within each theme.
Innovation Matters (2022)
Innovative companies tend to enjoy greater profits, faster growth, higher profit margins and/or higher returns on capital than their peers. Not surprising, these benefits can result in greater stock market performance. This explains the title of this report: Innovation matters.
Global Energy Outlook (January 2017)
2016 was a year of rebalancing for the oil market, as a combination of demand growth and declining production from the US and the rest of non-Organisation of Petroleum Exporting Countries (OPEC) more than offset a rise in production from OPEC. Nevertheless, OPEC chose in September 2016 to signal their first production cut since 2008, in an attempt to accelerate the oil market’s rebalance and to support the price. We’d like to share with you some big picture thoughts on 2016 events and our outlook for 2017 and beyond.
Natural Gas vs. Renewables (April 2016)
Recent falls in oil and natural gas prices have moved the goal posts for the costs that renewable energy installations need to achieve to be economically competitive. In Natural Gas vs. Renewables, we take a detailed look at renewable vs. traditional energy technologies and costs throughout the world.
Donald Trump will be the next President of the United States of America, and the Republicans have taken control of the Senate. We see his executive powers allowing him to promote fossil fuels more so than significantly slow the growth of a lower carbon energy system.
Population and GDP growth will mean increasing demand for energy. This growing demand will be met by rapidly increasing use of renewable energy accompanied by a decline in nonrenewable energy. Check out this infographic to learn more about the upcoming exponential growth for renewables.
Flurry Wright, one of our London colleagues, recently visited Datong, a city in northern China that holds one third of all of China's coal reserves. Her observations during this visit illustrate why China's investment story is not a passing fad. 
Tariffs have been the talk of the town lately. Read on to see what our fund managers have to say on the matter.
There are several reasons why investors should be thinking about energy equity exposure. Read along as we explore the arguments.
On Wednesday, May 8th, President Trump announced his decision to cease the United States' participation in the Joint Comprehensive Plan of Action (JCPOA). Read our take on how this may or may not impact oil prices.
Is inclusion into MSCI benchmarks a game changer for China A shares?  Yes and No. The Chinese stock markets are big.  The combined market capitalization as at June 23, 2017 of the major Chinese stock exchanges in Shanghai and Shenzhen amounts to almost $7.75 trillion which compares to the New York Stock Exchange capitalization of $22 trillion, NASDAQ $9.4 trillion, Tokyo $5.4 trillion and London at $3.18 trillion. 

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