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

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…

6 min read

Netting to zero

Netting to zero

Article 7 September, 2021

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

5 min read

Emerging Markets spotlight – China

Emerging Markets spotlight – ...

Video 1 September, 2021

R&M's Head of Emerging Markets, Al Bryant, discusses his views on China and the positioning…

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Macro update: August 2021

Macro update: August 2021

Article 18 August, 2021

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

5 min read

Why ESG is essential for Cash Flow Matching success

Why ESG is essential ...

Article 19 July, 2021

River and Mercantile’s fiduciary management portfolios integrate ESG as a core component, aiming to identify…

5 min read

Macro update: July 2021

Macro update: July 2021

Article 12 July, 2021

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

4 min read

The gift that keeps on giving: the pivotal role of the Paper & Packaging industry in the transition to a circular economy

The gift that keeps ...

Article 28 June, 2021

An argument that it’s possible to find companies with robust growth drivers and stock-specific fundamentals…

6 min read

Macro update: May 2021

Macro update: May 2021

Article 7 May, 2021

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

5 min read

Long-term funding: are we on the right track?

Long-term funding: are we ...

Article 29 April, 2021

As we emerge from a COVID world, agreeing on a long-term funding target is a…

5 min read

“The decade of delivery” – the Fiduciary Manager’s role in combatting climate change

“The decade of delivery” ...

Article 28 April, 2021

A year into what the UN has called the ‘decade of delivery’ for its 17…

5 min read

Macro update: April 2021

Macro update: April 2021

Article 19 April, 2021

Our macro update provides an overview of our current market views, and our recommendations for…

5 min read