Active equities

A plastic planet: time to implement change
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...

By Matthew Courtnell

26 Jan 2022

3 min read

The Amazonification of investing
Shaunak Mazumder
Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
By Shaunak Mazumder
22 Apr 2021
3 min read
Picks and shovels
Gavin Launder
Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  
By Gavin Launder
08 Apr 2021
3 min read
Wind turbines: Not something that will blow over
Stuart Briscoe
ESG and long term themes

Wind turbines: Not something that will blow over

We believe wind-turbine manufacturers stand to benefit from the energy transition.  
By Stuart Briscoe
03 Mar 2021
3 min read
Sustainability is a marathon without a finish line
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...

By Matthew Courtnell

19 Feb 2021

3 min read

The post-COVID economy: ecommerce explosion
Jennifer Wong
ESG and long term themes

The post-COVID economy: ecommerce explosion

In this first of a series of blogs exploring how COVID-19 has disrupted the global economy and th...
By Jennifer Wong
12 Nov 2020
3 min read
Value: finding fault
David Jackson
Equities

Value: finding fault

Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn i...
By David Jackson
09 Nov 2020
4 min read
UK equities: time to get active?
Matthew Courtnell
Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to...
By Matthew Courtnell
15 Sep 2020
3 min read