Equities

Warehouse wonders: three profiles in ecommerce innovation
Equities

Warehouse wonders: three profiles in ecommerce innovation

A host of companies are finding innovative ways to support and expand the ecommerce revolution.

By Aude Martin

20 Nov 2019

2 min read

Cyclical economy
Matthew Courtnell
Equities

Cyclical economy

Whether it’s textiles, food or plastic packaging, both corporates and consumers need to commit to...
By Matthew Courtnell
05 Nov 2019
3 min read
sustainable investing environment wine
Matthew Courtnell
Equities

sustainable investing environment wine

Unquestionably, sustainable investing and a growing consideration for ESG factors are increasingl...
By Matthew Courtnell
31 Oct 2019
2 min read
Political theatre versus earnings pantomime
Willem Klijnstra
Equities

Political theatre versus earnings pantomime

Earnings trends may be broadly neutral, but we have become more cautious on equities.
By Willem Klijnstra
23 Oct 2019
2 min read
Robot stores: the automation of warehouses
Equities

Robot stores: the automation of warehouses

Technology is changing how we shop and is also poised to reshape employment in the retail sector.

By Aude Martin

16 Oct 2019

3 min read

Digital growth v2.0
Gavin Launder
Equities

Digital growth v2.0

The macro data may be unfavourable, but there are plenty of companies delivering growth through...
By Gavin Launder
21 Aug 2019
3 min read
Why our portfolios have taken the EUxit route
Lars Kreckel
Equities

Why our portfolios have taken the EUxit route

We have moved underweight Eurozone equities given the range of risks facing the region.
By Lars Kreckel
20 Aug 2019
3 min read
Where is the Modi miracle in Indian equity earnings?
Veeral Gandhi
Equities

Where is the Modi miracle in Indian equity earnings?

Are investors losing patience with the pace of Indian reform? Certainly not at the moment, judgin...
By Veeral Gandhi
02 Jul 2019
2 min read