fund manager views

Deep Dive: MAC and ARFI better together?

Absolute Return

Deep Dive: MAC and ARFI better together?

No need to compete

06 September 2021 • 3 min read

US

Nikolaj Schmidt: Full steam ahead for US housing market

Deep Dive into US equities

28 July 2021 • 3 min read

US

US equities: Time to get behind enablers of electric automotive industry

Deep Dive into US equities

27 July 2021 • 4 min read

US

Tech, travel and stimulus means US equities have outperformed peers

Deep Dive into US equities

26 July 2021 • 3 min read

ESG

Stewardship helps investors unlock additional value from ESG returns - Neil Brown

Deep Dive into ESG stewardship

21 July 2021 • 3 min read

ESG

Fast fashion brands need to focus on ESG solutions

Deep Dive into ESG stewardship

19 July 2021 • 3 min read

US

Juliet Schooling Latter: US equity growth is no longer scarce

Deep Dive into US equities

13 July 2021 • 3 min read

Equities

Quilter Investors' Bradshaw: The UK market is down but not out

Deep dive into UK equities

05 July 2021 • 3 min read

Europe

European equities: Look beyond the headlines to see opportunities

It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.

30 June 2021 • 3 min read

Europe

Is it European equities' time to shine?

Deep Dive into European equities

25 June 2021 • 4 min read

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