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 readReal 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…
6 min readNetting to zero
Netting to zero
R&M's Head of ESG explains how the business is turning talk into action following its…
5 min readEmerging Markets spotlight – China
Emerging Markets spotlight – ...
R&M's Head of Emerging Markets, Al Bryant, discusses his views on China and the positioning…
Learn moreMacro update: August 2021
Macro update: August 2021
Welcome to our monthly macro update. Here we provide an overview of our current market…
5 min readWhy ESG is essential for Cash Flow Matching success
Why ESG is essential ...
River and Mercantile’s fiduciary management portfolios integrate ESG as a core component, aiming to identify…
5 min readMacro update: July 2021
Macro update: July 2021
Welcome to our monthly macro update. Here we provide an overview of our current market…
4 min readThe gift that keeps on giving: the pivotal role of the Paper & Packaging industry in the transition to a circular economy
The gift that keeps ...
An argument that it’s possible to find companies with robust growth drivers and stock-specific fundamentals…
6 min readMacro update: May 2021
Macro update: May 2021
Welcome to our monthly macro update. Here we provide an overview of our current market…
5 min readLong-term funding: are we on the right track?
Long-term funding: are we ...
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” ...
A year into what the UN has called the ‘decade of delivery’ for its 17…
5 min readMacro update: April 2021
Macro update: April 2021
Our macro update provides an overview of our current market views, and our recommendations for…
5 min read