‘George Heber Joseph, CIO and CEO, Equity, ASK Investment Managers, in a moneycontrol.com feature, shares ASK’s view on navigating the current market through a quality led lens. He explains why large caps remain the preferred allocation at this stage, while selective opportunities are opening up in parts of the broader market.’ Link:ASK CIO on Investing … Continued

In our latest note, we outline reasons for caution in certain parts of the equity market, look at possible geopolitical scenarios and give an update on portfolio strategy. — We believe investors should be prepared for the risk of a US-led bear market, given valuations and allocations that we show are similar to 1929 — … Continued

‘After several years of underperformance relative to large caps, U.S. Small Caps appear to be entering a new phase. In our latest white paper, we share our perspective on why we believe the current market environment may be increasingly supportive of active management in U.S. Small Caps, particularly amid elevated volatility, wider valuation dispersion and … Continued

‘🎙️ In the latest Titan Square Mile ‘Behind The Screens’ podcast James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, discusses how he applies a long‑term quality‑growth approach in today’s volatile global markets. 𝐊𝐞𝐲 𝐭𝐨𝐩𝐢𝐜𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: 🔹 The qualities James seeks in resilient, long‑duration growth businesses and how ideas are challenged through a broad … Continued

‘Rather than predicting how conflicts end, investors should focus on what they can change. The Iran conflict – and the geopolitical shifts that led to it – are affecting energy security to global stock market leadership. The implications are structural, not temporary, argues Head of Multi-Asset Investments, David Coombs.’ Rathbones on Geopolitics

‘Portfolio Manager Carlos Hardenberg recently joined Jonathan Davis, host of the Money Makers Podcast, for a wide-ranging discussion on current market dynamics. The conversation explores, among other topics, the ongoing impact of the Iran war on financial markets and implications for the investment trusts sector.’ The episode is available now on Apple Podcasts, Spotify, Amazon … Continued

In French: Rapport ESG Van Berkom In English: ESG Report Van Berkom