Equities
James Sym on… his approach to selecting ESG stocks
James Sym discusses his valuation conscious approach to selecting ESG stocks for his European equity fund.
Read MoreJames Sym on… the return of inflation
Head of European Equities, James Sym, discusses inflation and considers if end clients are vulnerable to an inflation shock.
Read MoreReal world implications of higher inflation for investors
Much has been written in recent months about the return of inflation and whether it is ‘transitory’.
Read MoreEmerging Markets spotlight – China
R&M’s Head of Emerging Markets, Al Bryant, discusses his views on China and the positioning within his EM Equity strategy.
Read MoreThe 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.
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