Active equities
ESG and long term themes
A plastic planet: time to implement change
2022 represents a key year for the circular economy in light of upcoming regulation and tax...
26 Jan 2022
3 min read
"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain
We believe wind-turbine manufacturers stand to benefit from the energy transition.
ESG and long term themes
Sustainability is a marathon without a finish line
If 2020 represented a year of recognition for the importance of environmental, social, and...
19 Feb 2021
3 min read
In this first of a series of blogs exploring how COVID-19 has disrupted the global economy and th...
Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn i...
The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to...
