Video
PVT 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 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 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.
Read MoreInteractive Investor Video – ES R&M UK Recovery Fund
Hugh Sergeant, portfolio manager of the ii Super 60 rated ES R&M UK Recovery Fund, explains the PVT investment philsophy, why it has worked well for the fund and how current uncertainty presents investment opportunities.
Read MoreThe future for UK equity income
Portfolio manager Matt Hudson explains why he is positive on the current outlook for UK equity income.
Read MoreR&M Global Sustainable Opportunities – finding opportunities in today’s markets
Portfolio Manager William Lough discusses how the current opportunity is shaping his portfolio. September 2022.
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