Active equities

Capex and the challenge of rising labour costs
Equities

Capex and the challenge of rising labour costs

The corporate world is casting around for ways to combat the pressure of rising inflation. Could...

By Nitin Anandkar

22 Apr 2022

3 min read

Does Cinderella care about the environment?
Andrew Koch
ESG and long term themes

Does Cinderella care about the environment?

We believe that value and income investors can engage to effect positive change in carbon-intensi...
By Andrew Koch
21 Mar 2022
3 min read
The state of the consumer (part 3): inflation and consumer incomes
ESG and long term themes

The state of the consumer (part 3): inflation and consumer incomes

The third instalment of our deep dive on the consumer focuses on grocery cost inflation and...
By Ilana ElbimJennifer Wong
16 Mar 2022
4 min read
The state of the consumer (part 2): sustainability and consumer choice
ESG and long term themes

The state of the consumer (part 2): sustainability and consumer choice

The second instalment of our deep dive on the consumer focuses on consumer preferences.
By Camilla AylingKenneth Michalec
14 Mar 2022
3 min read
China’s property stocks: policy shift to the rescue?
Equities

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...

By Camilla Ayling

14 Feb 2022

3 min read

A plastic planet: time to implement change
Matthew Courtnell
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
Tackling obesity as an ESG issue
ESG and long term themes

Tackling obesity as an ESG issue

The global disease presents risks and opportunities to investors, as well as the chance to delive...
By Jennifer WongJonathan LawrenceMadeleine King
23 Dec 2021
4 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