NEWS & INSIGHTS

The online mob and the sustainability transition

Very few will mourn the passing of 2020. But those hoping for a calmer new year were swiftly disappointed. 2021...

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Covid vaccine developer Novavax rises 183% ytd on strong phase 3 results

The star holding for the Fund in 2021 thus far is US vaccine producer Novavax which has risen 183% year...

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Webinar: Impact Investing in 2021

Global stock markets continued to rise in the fourth quarter. In the USA, the combination of a new president-elect, significant...

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The next growth phase for AREITs

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...

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Low interest rates and zombie companies

Abnormally low-interest rates have been the most important factor governing financial markets for over ten years. Initially, these rates rescued...

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TESLA: Why we don’t own it

We regularly conclude our quarterly updates with an overview of one of the stocks that we recently added to the...

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A New ERA for London and Brussels

The past is a foreign country; they do things differently there. It is only four-and-a-half years since the UK decided...

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What’s in store for REITs in 2021?

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts)...

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‘There are decades where nothing happens, and there are weeks where decades happen’

Vladimir Ilyich Ulyanov, better known by his alias ‘Lenin’, was reputed to have remarked that ‘There are decades where nothing...

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