How to translate a critical concept into return potential
How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.
Quality value: getting (more than) what you pay for?
Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?
Long-term investing in an age of short-termism
ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.
Will a “Goldilocks” economy be just right for equity markets?
We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year.
Building resilience: Key questions equity investors need to ask today
Consider these essential traits for re-assessing the resilience of your core equity portfolio against higher interest rates and more adverse macro conditions.
Have we reached the end of a tech era?
Thematic Strategist Trevor Noren explores how active management and a global lens could provide tech investors with essential edges moving forward.
Actively supporting the decarbonisation of utilities
Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.
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