Posts by Grace Lavelle
Macro update: November 2021
Welcome to our monthly macro update. Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreApplying ESG factors to different asset classes
With most DB pensions de-risking and equities becoming a smaller component of assets, people are looking for ways to allocate to other asset classes.
Read MoreMacro update: October 2021
Welcome to our monthly macro update. Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreMacro update: August 2021
Welcome to our monthly macro update. Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreWhy ESG is essential for Cash Flow Matching success
River and Mercantile’s fiduciary management portfolios integrate ESG as a core component, aiming to identify the most material ESG considerations for each investment, reduce risks and uncover ESG opportunities.
Read MoreMacro update: July 2021
Welcome to our monthly macro update. Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreMacro update: May 2021
Welcome to our monthly macro update. Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read More“The decade of delivery” – the Fiduciary Manager’s role in combatting climate change
A year into what the UN has called the ‘decade of delivery’ for its 17 sustainable development goals, one goal, in particular, stands out: #13 Climate Action.
Read MoreMacro update: April 2021
Our macro update provides an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreMacro update: March 2021
Our macro update provides an overview of our current market views, and our recommendations for strategic portfolio positioning.
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