Active equities
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...
22 Apr 2022
3 min read
We believe that value and income investors can engage to effect positive change in carbon-intensi...
The third instalment of our deep dive on the consumer focuses on grocery cost inflation and...
The second instalment of our deep dive on the consumer focuses on consumer preferences.
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...
14 Feb 2022
3 min read
2022 represents a key year for the circular economy in light of upcoming regulation and tax...
The global disease presents risks and opportunities to investors, as well as the chance to delive...
"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
