Making the moat of it
An investing concept widely associated with Warren Buffett, feted CEO of Berkshire Hathaway, is to find companies with wide ‘economic moats’. Generally speaking, these are the kind of companies that have developed advantages allowing them to defend their profitability against encroaching competition. A strong brand identity (created through advertising and marketing expense) might be one […]
Impact Opportunities Equity, Annual Report 2023
Edit with Elementor Loading Fast reading: Market performance and review, 2023 Activity highlights, 2023 Thematic focus: Is the end in sight for animal testing? Case study: Novo Nordisk Impact Opportunities Equity, Annual Report 2023 Download Archive: Please see previous reports below: Impact Opportunities, Q2 2024 Impact Opportunities, Q1 2024 Impact Opportunities, Q4 2023 Impact Opportunities […]
Investors vote with their feet
Video transcript Presidential election years tend to be very volatile and choppy in the latter stages going into the election. There were two indicators that we’re watching closely. The first is the economy itself. If the economy historically is growing strongly into the election, the incumbent party retains the White House 100% of the time. […]
UK inflation drop opens door to further cuts
market snapshot
Rates never sleep
By its nature, bond investing requires patience, and the patience of investors has been tested lately by periods of rapid on/off volatility in bond markets. The third quarter of 2024 provided its share of the same, but ultimately produced the fourth best quarterly result in 34 years as measured by the 5.2% return of the […]
All eyes on earnings
market snapshot
Five areas of uncertainty we are monitoring
Broadly, the market has made limited progress since our decision in early July to cut back equity exposures to a more “cautiously bullish” position from the “aggressively bullish” stance we held in the first half. Indeed, since that move on July 8, the S&P 500 is up just barely 3%, following its double-digit run higher in the […]
Global equities: How sustainability gives the edge
Despite a challenging period for many ESG investors, the fund has performed well over the past three years, reflecting a disciplined stock selection process. Investments fall into three categories: Impact, Leaders, and Improvers, encompassing companies from high-growth solutions providers to sustainable market leaders and future innovators. The fund’s geographical and sector diversification has proven effective […]
Positioning EMD ahead of the US election
EMD report Q3 2024
SDG Engagement Equity Q3 2024 case study
Varun Beverages
