Equities
Why UK Smaller Companies in 3 charts
Whilst you need to go back to 1989 for a worse period of small cap relative performance, there is still a long history of smaller companies outperforming relative to large caps.
Read MorePVT Equities: A review of 2022 and a look ahead
R&M’s Head of Equities, James Sym, looks back over the year as 2023 approaches.
Read MoreWhy investors shouldn’t ignore Europe
James Sym, Manager of the ES R&M European Fund, discusses the fund’s performance, lessons learned and why Europe should still be of interest to investors.
Read MoreCleansing capitalism’s karma (video)
William Lough and Laura Corbetta talk through the hypothesis, research methods and conclusions behind our recent work on the global capex outlook.
Read MoreThe impact of company engagement
Portfolio Manager William Lough discusses how engagement achieves results.
Read MoreIf not now, when?
Portfolio manager William Lough asks himself the question: if investors aren’t deploying capital to valuation-focused equity investors now, when will they?
Read MoreIs now the time for recovery investing in the UK?
Hugh Sergeant introduces the ES R&M UK Recovery fund and his views on the UK equity market today.
Read MoreThe danger of neglecting ESG in challenging times
Lucy Cheng considers the importance of maintaining focus on ESG factors in investment decision making, even during challenging economic and market conditions.
Read MoreCleansing capitalism’s karma
2010-20 saw consumers deleverage household balance sheets while governments engaged in austerity to try and balance their own books. With a consequent lack of nominal growth, corporates shunned re-investment in capital expenditure (‘capex’) and embraced buybacks as a superior use of cash. Portfolio manager William Lough believes this has set up an investable opportunity today due to 3 converging elements – read on to find out more.
Read MoreWhy buy UK equities?
Matt Hudson, portfolio manager of the ES River and Mercantile UK Equity Income fund, discusses why he believes UK equities should be attracting investors.
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