Cleansing 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.

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Winning in a niche

William Lough, manager of the R&M Global Sustainable Opportunities Fund, explains how three stocks we hold are building out niche positions, all driven in part by the requirements to cut CO2 emissions globally.

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The path to green steel

William Lough explains how the steel industry is innovating, via the use of electric arc furnaces (EAF), to lower the carbon footprint of one of our most useful commodities.

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