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UK Smaller Companies: Transformative Trends – Decarbonisation
In the final instalment of a four-part series, he discusses the structural transformation driven by society’s shift to net-zero carbon solutions.
- Date published
- 19 Jan 2023
- Tag
- UK Equity
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Zehrid Osmani - Investment Outlook 2023
Monetary policies to dictate market direction – as uncertainties abound.
- Date published
- 19 Dec 2022
- Tag
- Global Long-Term Unconstrained
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Fireworks at Westminster
As the nascent Conservative cabinet grapple with an explosive inauguration, UK equity investors can draw parallels with the foiled gunpowder plot of 1605.
- Date published
- 3 Nov 2022
- Tag
- UK Equity
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Mini-budget, Maxi-consequences
Engulfed by panic, UK investors are reacting to the extraordinary degree of debt-funded fiscal loosening announced by the treasury. Ben Russon reflects on the Chancellor’s ‘mini’ budget and assesses the opportunities arising for UK equity
- Date published
- 3 Oct 2022
- Tag
- UK Equity
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Italian election result
Landslide victory for a right-wing coalition
- Date published
- 30 Sep 2022
- Tag
- European Long-Term Unconstrained
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UK Smaller Companies: Transformative Trends – Content and IP Creation
In the third instalment of a four-part series, he analyses how shifting social dynamics are providing tailwinds to businesses operating within the Content and IP Creation value chain.
- Date published
- 21 Sep 2022
- Tag
- UK Equity
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Portfolio insight - WEG research case study
We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.
- Date published
- 1 Sep 2022
- Tag
- Global Emerging Markets
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UK Smaller Companies: Transformative Trends – Consumer Brands
In the second instalment of a four-part series, he discusses how resilient Consumer Brands offer a competitive edge for investors in UK smaller companies.
- Date published
- 11 Aug 2022
- Tag
- UK Equity
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Cybersecurity - Defragmenting the market
Cybersecurity breaches have been steadily rising, and there is a risk, given increased geopolitical tensions, that incidences of state-sponsored cyber security breaches could also be on the rise.
- Date published
- 26 Jul 2022
- Tag
- Global Long-Term Unconstrained
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The Leeds Collective
Regular insights from one of the industry’s most experienced UK Equity teams.
- Date published
- 23 Jun 2022
- Tag
- UK Equity
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UK Smaller Companies: Transformative Trends – The Digital Economy
Dan Green is tapping into four key long-term investment themes where pioneering goods and services are an emerging trend: The Digital Economy, Consumer Brands, Decarbonisation and Content/IP Creation. The first of a four-part series, he decomposes
- Date published
- 9 Jun 2022
- Tag
- UK Equity
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
- Tag
- Global Emerging Markets