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

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

Gradually, then suddenly

Gradually, then suddenly

Article 6 April, 2021

William Lough explains how the R&M investment process integrates sustainability credentials as part of its…

5 min read

R&M UK Micro Cap: March 2021 manager update

R&M UK Micro Cap: ...

Video 17 March, 2021

Portfolio Manager George Ensor discusses his latest thinking in this interesting section of the UK…

Learn more

Engaging with fund managers to deliver better ESG outcomes

Engaging with fund managers ...

Article 15 March, 2021

Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by…

3 min read

Macro update: March 2021

Macro update: March 2021

Article 10 March, 2021

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

5 min read