18/12/2024The Global Impact Fund agile approach to investing (December 2024)

Marnie Aragon-Uy, explains how the Alquity Global Impact Fund, a SDFR Article 9 Fund embodies...

17/12/2024India – A view from the ground (December 2024)

Mike has just spent two weeks travelling around India and meeting with over 35 companies....

15/11/2024India – After the monsoon rains

Mike Sell (Alquity Head of Emerging Markets) shares his thoughts on the opportunities for India...

07/11/2024Trump V2: Where are the opportunities in Emerging Markets?

With Trump back, the potential for increased trade and geopolitical tensions, and valuations already at...

06/11/2024India shines in a Trump V2 world

We believe that the investment case for India is even more compelling given Trump's potential...

05/03/2024The many faces of India

Mike Sell, our India Portfolio Manager with almost 30 years of experience investing in the...

05/03/2024India – An irresistible force that’s found its mojo

Our Head of Sustainability, Suresh Mistry, spent almost one month traveling around northern India. Suresh...

05/02/2024Gender Diversity in the Chinese boardroom

A recent study of the top 100 Chinese companies by the Asian Corporate Governance Association...

09/01/2024Alquity – Our view of Emerging Markets in 2024

To kick off the year, we've just released our 2024 outlook for Emerging Markets. This...

15/09/2023India’s PLI Scheme

In FY2020/21, the Indian government initiated the $26 billion Production Linked Incentive (PLI) schemes to...

07/09/2023India’s Goods and Service Tax

India's GST, introduced in 2017, in what was the biggest change to the country’s tax...

30/08/2023Alquity passes the ISR Label audit for the sixth consecutive year

We're pleased to inform you that our commitment to responsible investing has once again been...

19/07/2023Alquity Impact Report 2023

The title of this year’s report is “Deploying Capital to Shape Society”, which recognises that...

12/07/2023Alquity Webinar – Emerging Markets Update Q2 2023

"Are India and China the key to Emerging Markets performance for 2H 2023?" As we...

16/06/2023The Alquity Indian SC fund wins the Refinitiv Lipper Award

We are delighted to announce that the Alquity Indian Subcontinent Fund is this year's winner of...

16/06/2023Powering growth and returns in India: A quick look at 3 key themes

India is a shining light for investors, particularly as the developed world is going through...

17/03/2023India – Insight trip (March 2023)

Our Senior Investment Analyst, Daniel Billis, has recently returned from India where he met with...

07/11/2022Putting sustainability at the heart of business

The Alquity Virtuous Circle business model directly connects our Transforming Lives programmes to our investment...

20/09/2022Alquity passes Label ISR audit with distinction

With the proliferation of ESG funds, it has become increasingly challenging for investors to cut...

08/09/2022Alquity Impact Report 2022

I am pleased to share with you our latest Impact Report titled “3 Dimensional Outcomes...

25/08/2022Why choose Alquity for your investment in India

India has become a core part of investors’ portfolios over recent years, as the country’s...

24/06/2022Emerging Markets: Is the worst now behind us? – Webinar June 2022

Mike Sell – Alquity’s Head of Emerging Markets – focuses particularly on the situation in...

21/06/2022Alquity – Awarded best social initiative in June 2022

We’re delighted to announce that Alquity was awarded the Best Social Initiative by ESG Clarity at the...

11/05/2022Press release May 2022 – Alquity and Spouting Rock partnership

ALQUITY AND SPOUTING ROCK ASSET MANAGEMENT JOIN FORCES TO LAUNCH NEW PLATFORM TO ACCELERATE ADOPTION...

21/03/2022The 5 Traits to look for in an Emerging Markets Manager Investments

What are the key attributes Emerging Markets investors must possess to be successful in this...

07/03/2022Why we avoid government-linked companies

The shocking events in Ukraine have shaken and challenged many of our perspectives on global...

16/02/2022Alquity Global Impact Fund: Delivering returns and impact without the blah blah blah

When trying to select funds for responsible portfolios, it can be difficult to cut through...

09/02/2022New India: Delivering impact and returns as the world’s most dynamic economy transforms – Webinar February 2022

With over 25 years of experience of investing in India, Mike Sell shares how the...

01/02/2022Why Alquity is the model for the future of ESG – Webinar January 2022

We like to say Alquity is the world’s first net positive asset manager. From the...

13/12/2021Trip Report: México

On a recent research trip to Mexico, our Associate Portfolio Manager Kieron Kader visited 17...

25/11/2021Emerging Markets: A perennial let-down or will 2022 be the breakthrough year? – Webinar November 2021

In the following webinar, Mike Sell (Head of Emerging Markets) and Kieron Kader (Portfolio Manager)...

10/11/2021Reflections from Glasgow

Last week, Suresh Mistry (Head of ESG and Impact Reporting) visited COP26 in Glasgow to...

02/11/2021Alquity Global Impact Fund supporting climate solutions

The Alquity Global Impact Fund is committed to investing in companies whose products and services...

05/10/2021ESG Voting Lies, damn lies and statistics

An area that does not get much attention when discussing ESG investing is how ESG...

09/09/2021Emerging Markets: Key themes for 2022 – Webinar September 2021

2021 has again been an eventful year for Emerging Markets with enhanced market volatility driven...

18/08/2021A brief Indian economic update

The Alquity Indian Subcontinent Fund has been performing well since its inception in 2014 by...

24/06/2021The Future of Food – Webinar June 2021

In the following webinar we discuss the future of food and in particular the future...

07/06/2021Improving mood music

Firstly, please allow us a little space to blow our own trumpet. As regular readers...

04/05/2021Alquity Impact Report 2021 – Building Back Better

We are delighted to present our 2021 Impact Report. Titled “Building Back Better” the report...

04/05/2021Asia: A clear path out of the storm – Webinar April 2021

In the following webinar, our Asian investment team explain how they have successfully navigated the...

06/04/2021The missing ‘G’ in Sustainability

The environmental aspect of sustainability receives significant attention in light of efforts to move to...

02/03/202140/40 Campaign Project Report

During the year we launched our 40-40 campaign to support those less fortunate than ourselves...

09/02/2021ESG and the Food Supply Chain

Our focus at Alquity has been predominantly towards companies benefiting from domestic structural growth trends...

03/02/2021Alquity launches first Global Impact Fund

First move into global equities, building on ESG, impact and emerging markets track record Active...

03/02/2021Alquity Press Release – January 2021

Alquity enters strategic partnership with East Capital Group, which becomes a shareholder Financial backing of...

14/10/2020Are we ignoring the environmental and social impact of the internet?

01/10/2020Indonesia: The most underappreciated country in South East Asia? – October 2020 Investments

Indonesia has exciting long-term structural advantages, which have been forgotten by investors We expect an...

15/09/2020Are Emerging Markets still relevant? – September 2020 Investments

 Emerging Markets - Ignored and unloved? 2020 - The year of unprecedented change COVID-19 –...

13/08/2020Investing in Higher ESG Risk companies: Antofagasta Investments

We believe it is possible and necessary to invest in higher risk segments, so long...

13/08/2020Indian Impact Report Investments

13/08/2020Investing in Higher ESG Risk companies: The cement case Investments

We believe it is possible and necessary to invest in higher risk segments, so long...

13/07/2020Webinar – Will Emerging Markets’ strong performance continue? Investments

We explored: 1) Why Q2 2020 saw EM outperform DM and the outlook for the...

11/06/2020India: Is the recovery here? Asia, Investments

Although economic growth was suboptimal in CY2019 at 5.3%, 2020 began strongly with PMI data...

14/05/2020Covid-19: Highlighting the forgotten ‘S’ in ESG Investments

Covid-19 highlighting the glaring weakness in most ESG Managers toolkit.

15/04/2020China: Leading the global recovery? – April 2020 Asia, Investments

China was the first to suffer with coronavirus, and we expect China will be the...

25/03/2020Asian Small Cap stocks: about to rise like a Phoenix? – March 2020 Asia, Investments

In this article, we examine the investment case for Asian small cap stocks which have...

20/12/2019Trip report: India – December 2019 Asia, Investments

Mike Sell and Kieron Kader spent 10 days of December in India travelling to Delhi,...

15/10/2019Investment notes from Greater China – October 2019 Asia, Investments

Mike Sell, Alquity’s Head of Asian Investments and Kieron Kader, Asia Investment Analyst spent 11...

20/02/2019Indonesia: Overlooked and unloved Asia, Investments

Mike Sell, Alquity’s Head of Asian Investments, spent a week in Indonesia for his regular on-the-ground meetings...

27/11/2018Investment notes from India Asia, Investments

Mike Sell, Alquity’s Head of Asian Investments, spent nine days in India for on-the-ground meetings...

03/10/2018Fund Manager Diaries: Brazil update Investments, Latin America

Brazil suffered a severe recession in 2016, experienced anaemic growth in 2017 and will likely...

26/09/2018Investment notes from Greater China Asia, Investments

Mike Sell, Alquity’s Head of Asian Investments spent ten days in Greater China visiting 22...

01/09/2018South Africa: The long road to recovery Africa, Investments

The vast potential of South Africa with its diversified economy, strong institutions and a young...

29/06/2018Trip Report: Mexico Investments, Latin America

In the last few weeks, we toured 3 major Mexican cities: Mexico City, Monterrey and Guadalajara,...

12/06/2018Trip Report: Mumbai Asia, Investments

Senior Investment Analyst Aaron Armstrong has just returned from a three day conference in Mumbai. Having met...

20/03/2018Brazil Update Investments, Latin America

The purpose of my trip to Brazil was to evaluate the potential momentum of its...

20/03/2018Egypt and South Africa Update Africa, Investments

Through 2017, we posited that the macroeconomic constraints that held back potential in South Africa...

15/12/2017Fund Manager Diaries: Our Outlook for Vietnam Asia, Investments

Delivering a return of 41%*, Vietnam has been the strongest performing Asian market during 2017. Representing...

28/11/2017The South Africa Diaries: Risks Skewed to the Upside Africa, Investments

The ANC Elective Conference Election is expected to take place from 16-20th December. Seizing the...

29/09/2017Fund Manager Diaries – Mumbai, the modern and confident India Asia, Investments

Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to...

25/09/2017Fund Manager Diaries – Going Deep in India Asia, Investments

Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to...

20/09/2017Fund Manager Diaries – Delhi, India’s Growth Engine Asia, Investments

Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to...

30/08/2017Fund Manager Notes from Egypt Africa, Investments

Earlier this summer our Africa investment team undertook a research trip to Egypt, just over...

16/03/2017Investment Process in Action: the South Africa Diaries Africa, Investments

Recently our African investment team visited South Africa as part of their continuing management of...

24/02/2017Peru: Cementos Pacasmayo and Ferreycorp – two world-class teams Investments, Latin America

A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund...

14/02/2017Chile: time for Bachelet to be substituted? Investments, Latin America

A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund...

03/02/2017Argentina: Macri, the “Messi” of the Argentine economy? Investments, Latin America

A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund...