Equities
February 2022 commentary – James Sym
James Sym, portfolio manager of the ES R&M European Fund, takes a look at the February 2022.
Read MoreESG investing – the right way?
Everyone is talking about ESG in 2022. But is the current approach fit for purpose?
Read MoreFinding optimism amongst uncertainty
Post the Global Financial Crisis (GFC) and Brexit, UK equities, specifically the FTSE 100, have been shunned over the last ten years for three key reasons: too value oriented in a post-GFC world that favoured growth stocks; too skewed towards important but slower-growing industries such as banking, energy and healthcare; and too risky due to Brexit.
Read MoreR&M Emerging Markets ILC Equity Fund – February 2022
R&M’s Head of Emerging Markets, Al Bryant, provides an update on the fund.
Read MoreRiver and Mercantile UK Micro Cap Investment Company – January 2022
Portfolio Manager George Ensor discusses the investment company’s current positioning and answers investor questions.
Read MoreES River and Mercantile Global Recovery Fund – January 2022
Hugh Sergeant, Head of Value and Recovery strategies, gives his latest thoughts on the fund and answers investor questions.
Read MoreES River and Mercantile UK Recovery Fund – January 2022
Hugh Sergeant, portfolio manager, discusses the fund and answers questions from investors.
Read MoreES River and Mercantile UK Dynamic Equity Fund – January 2022
Manager William Lough gives an update on the fund and answers some investor questions.
Read MoreHugh Sergeant’s outlook: Huge anomalies to exploit
Huge anomalies to exploit should lead us to a good position for 2022
Read MoreWilliam Lough’s outlook: UK equities have been out-of-fashion but are well suited to the current environment
UK equities have been out-of-fashion but are well suited for the current environment, with low starting valuations – extreme discounts relative to the global benchmarks – and a range of strong, cash generating companies that hook into an environment of solid nominal growth and can protect against the risk of inflation spikes in the short (or longer) term.
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