Investing in Infrastructure

Infrastructure provides the ability to invest in a long-term stable asset class with cashflow matching characteristics and a target return…

5 min read

Dan Hanbury on… the current opportunity for UK smaller companies

Dan Hanbury on… the ...

Video 25 November, 2021

Dan discusses how his fund looks to exploit the current opportunities in UK small caps.

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Why the ‘because of staglation’ narrative is wrong

Why the ‘because of ...

Article 21 November, 2021

Hugh Sergeant explains why he believes that the “because of stagflation” anti-consumer stock narrative is…

3 min read

Macro update: November 2021

Macro update: November 2021

Article 18 November, 2021

Welcome to our monthly macro update. Here we provide an overview of our current market…

5 min read

Netting to zero

Netting to zero

Article 17 November, 2021

R&M's Head of ESG explains how the business is turning talk into action following its…

4 min read

Applying ESG factors to different asset classes

Applying ESG factors to ...

Article 10 November, 2021

With most DB pensions de-risking and equities becoming a smaller component of assets, people are…

3 min read

Finding patterns in the prosaic

Finding patterns in the ...

Article 4 November, 2021

William Lough, Portfolio Manager at River and Mercantile, considers how the team’s proven and repeatable…

5 min read

Macro update: October 2021

Macro update: October 2021

Article 21 October, 2021

Welcome to our monthly macro update. Here we provide an overview of our current market…

4 min read

James Sym on… his approach to selecting ESG stocks

James Sym on… his ...

Video 12 October, 2021

James Sym discusses his valuation conscious approach to selecting ESG stocks for his European equity…

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James Sym on… the return of inflation

James Sym on… the ...

Video 12 October, 2021

Head of European Equities, James Sym, discusses inflation and considers if end clients are vulnerable…

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Real world implications of higher inflation for investors

Real world implications of ...

Article 8 September, 2021

Much has been written in recent months about the return of inflation and whether it…

7 min read