Equities
The gift that keeps on giving: the pivotal role of the Paper & Packaging industry in the transition to a circular economy
An argument that it’s possible to find companies with robust growth drivers and stock-specific fundamentals that are exposed to sustainability driven tailwinds on attractive valuations. You just have to look a bit harder, sometimes in less conventional places.
Read MoreGradually, then suddenly
William Lough explains how the R&M investment process integrates sustainability credentials as part of its fundmental analysis.
Read MoreR&M UK Micro Cap: March 2021 manager update
Portfolio Manager George Ensor discusses his latest thinking in this interesting section of the UK equities marketplace.
Read MoreR&M Emerging Markets: March 2021 manager update
R&M’s Al Bryant explains the ILC approach and how it discovers the best opportunities in these ever-evolving markets.
Read MoreSustainable dividend income in the UK
As the momentum behind sustainable investing continues to build, there has been some concern about the UK equity market’s reliance on more cyclical industries, which are sometimes heavily involved in carbon-intensive activities. Dan Hanbury, Head of Income and Smaller Companies at River and Mercantile, believes that this situation is changing, with many alternatives for investors to look at and a wealth of opportunities to generate a more sustainable income stream for UK investors going forward.
Read MoreR&M UK Equity Income: March 2021 manager update
Dan Hanbury considers the prospects for the UK stock market and the impact on dividends following the covid pandemic and Brexit.
Read MoreInvesting in a UK recovery – FundCalibre
Hugh Sergeant, manager of the ES R&M UK Recovery fund, talks to Darius McDermott about value investing in the UK including how the fund has performed so strongly over the past decade and the recent vaccine rally.
Read MoreR&M UK Dynamic Equity: March 2021 manager update
Fund manager Will Lough considers a more optimistic year ahead for UK equities in light of the Covid-19 vaccination program.
Read MoreEmerging markets: changing landscapes
Alfred Bryant and Sudin Poddar discuss changes to the landscape of Emerging markets equities for 2021
Read MoreHow to avoid being a slave to fashion
William Lough explains how the most important thing from an investment perspective is to avoid being sucked into the temptation – driven by human emotion – of being a slave to fashion, which often entails selling low and buying high.
Read More