Tag: Equities
MFS Stewardship Report: First Quarter 2022
As an active manager, we have always sought to identify...
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Absolute Return in an Inflationary World
Portfolio Manager Luke Newman considers the opportunities for equity long/short...
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Emerging Markets Look Very Attractive at Current Discount Levels
The appeal of Emerging Markets’ (EMs) equities lies in the...
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Digital Economy Strategy – April 2022
Despite volatile markets, we saw strong results from enterprise focused...
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Synthetic ESG Indices: Growing Investor Appetite Drives Innovation
Simon Bentley looks at ESG and passive synthetic equity exposure...
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In Response to Inflation, We Must be Bold and Optimistic!
Inflation should ease considerably in Europe starting in September. Does...
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Clean Economy strategy – April 2022
Ukraine crisis has pushed energy independence into focus as a...
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The Death of Equity Income? Far From It
Equity income funds have historically been a staple of many...
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The Coming Real Estate Renovation Wave – And What it Means for Investors
In our first View from Private Markets newsletter we set...
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Metaverse: The Next Big Computer Revolution
Portfolio manager Alison Porter discusses the concept of the metaverse,...
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