Articles
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Niche compounders
In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.
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Tariffs, trade and the not-quite-everything rally
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.
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Tariffs, trade and the not-quite-everything rally
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.
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Evenlode financed emissions analysis
In this video, Lily Postlethwaite, our Stewardship Analyst, explains how Evenlode uses the steady increase in financed emissions analysis to make more informed investment decisions.
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The US Election – A bottom-up perspective
In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.
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The consumer economy
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.
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The consumer economy
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.
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Quality and long-term value
In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.
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Olympic legacy
In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.
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Olympic legacy
In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.