As more investors return to Europe, there could be an attractive opportunity for active managers to outperform, by getting sector specific and moving away from defensive crutches. S. W. Mitchell Capital founder and CIO Stuart Mitchell shares his views in Portfolio Adviser on why he remains positive on the European economy. He states that that encouraging data in recent months from the eurozone manufacturing PMI and the French PMI means Europe is looking a lot more attractive than what it did a year ago.
As the world transitions to net zero, can oil majors remain investible? Natasha Landell-Mills, head of stewardship at Sarasin & Partners and Joe Mares, portfolio manager of the Trium...
‘What has changed is investors’ interest in the decarbonisation process.’ Trium Capital’s Joe Mares, portfolio manager of the Trium ESG Emissions Impact Fund, discusses company engagement across the evolving...
Is time running out to stop the ‘disturbing’ biodiversity loss currently playing out? Experts from Gresham House, Ecoforests Asset Management, Sarasin & Partners and EdenTree Investment Management, discuss biodiversity...
