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 readDan Hanbury on… the current opportunity for UK smaller companies
Dan Hanbury on… the ...
Dan discusses how his fund looks to exploit the current opportunities in UK small caps.
Learn moreWhy the ‘because of staglation’ narrative is wrong
Why the ‘because of ...
Hugh Sergeant explains why he believes that the “because of stagflation” anti-consumer stock narrative is…
3 min readMacro update: November 2021
Macro update: November 2021
Welcome to our monthly macro update. Here we provide an overview of our current market…
5 min readNetting to zero
Netting to zero
R&M's Head of ESG explains how the business is turning talk into action following its…
4 min readApplying ESG factors to different asset classes
Applying ESG factors to ...
With most DB pensions de-risking and equities becoming a smaller component of assets, people are…
3 min readFinding patterns in the prosaic
Finding patterns in the ...
William Lough, Portfolio Manager at River and Mercantile, considers how the team’s proven and repeatable…
5 min readMacro update: October 2021
Macro update: October 2021
Welcome to our monthly macro update. Here we provide an overview of our current market…
4 min readIntroducing ‘continuous governance’ – how we use technology and data to improve trustee governance
Introducing ‘continuous governance’ – ...
Revolutionising the trustee governance experience.
3 min readJames Sym on… his approach to selecting ESG stocks
James Sym on… his ...
James Sym discusses his valuation conscious approach to selecting ESG stocks for his European equity…
Learn moreJames Sym on… the return of inflation
James Sym on… the ...
Head of European Equities, James Sym, discusses inflation and considers if end clients are vulnerable…
Learn moreReal world implications of higher inflation for investors
Real world implications of ...
Much has been written in recent months about the return of inflation and whether it…
7 min read