Articles by Sajeer Ahmed

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Sajeer Ahmed is a member of Aegon Asset Management's Global Equities Team and co-manages the Aegon UK Sustainable Opportunities Fund. He also contributes to idea generation and analysis for other portfolios, with a focus on UK small- and mid-cap stocks. Before joining Aegon AM in 2017, Sajeer was a manager in PwC’s Corporate Finance department, specialising in infrastructure and energy. He graduated from Heriot-Watt University with a First-Class Masters Degree in Economics and Marketing. Sajeer a qualified chartered accountant and has passed all three levels of the CFA qualification. He has 12 years’ industry experience.

Explorer in Japan: Sustainability and Digitalisation

By Aaron Scully, Janus Henderson Investors

Adviser newsletter

Aaron Scully, Global Sustainable Equities portfolio manager at Janus Henderson Investors, took a trip to Japan to learn more about the companies that operate there as well as its economic and political climate.

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Are emerging markets ready for a resurgence?

By Devan Kaloo, Abrdn

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Devan Kaloo, Global Head of Private Markets at Abrdn, explains why they believe there are compelling reasons to invest in emerging markets.

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Bonds: Finding value in a lopsided world

By

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Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.

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When Rising Rates Bite

By Johanna Kyrklund, Schroders

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With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023. The latest CIO Lens gauges how investors around Schroders are approaching this new era.

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Thematic Opportunities In A New Regime

By Richard Bullock, Newton Investment Management

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Last year ushered in a new investing regime, driven by three key global events, says Newton macro and geopolitical analyst Richard Bullock, and while creating volatility, he believes these events have also generated investment opportunities.

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Five Numbers That Show Circularity is All Around Us

By Michael Rae, M&G

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The challenges of achieving a zero-waste economy are well documented. Virtually all of the world’s established value chains have been built linearly, with low cost and ease of consumption front of mind.

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Britain needs you, or does it? Addressing the UK’s productivity puzzle

By Benji Dawes, Premier Miton

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Benji Dawes, Co-fund manager of the Premier Miton Responsible UK Equity Fund identifies technology as being at the heart of the UK’s solution to its productivity puzzle.

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