News

CEO letter sets out sustainability expectations

Institutional Shareholder Services ESG research

127 funds gained 5-Crowns in latest rebalance

Heavy reliance on miners

‘Midas touch’

Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however,...

The recent downward trajectory of tech stocks is reminiscent of the dotcom bubble, according to the BMO GAM Multi-Manager team, who highlighted that despite some of the companies having resilience, a combination of tighter monetary policy and higher cost...

Targeting long-term structural changes

Communicating with clients on a detailed and personal level is at the heart of what drives Avellemy and a key differentiator that managing director Steven Lloyd hopes to maintain as the company continues to grow.

Positives and negatives