Driven to make a positive difference for our clients. We utilize a disciplined approach and incorporate material ESG factors in creating focused high-conviction portfolios of great businesses which aim to deliver attractive risk-adjusted returns.1
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Global Equity
1 Certain investment strategies or asset classes do not integrate ESG factors, including but not limited to money market, passive and certain third-party sub-advised strategies.
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Navigating choppy markets amid shifting policies
InsightsReflecting on the past month, Jeremy Richardson discusses how changes in US government policy are creating choppy conditions in global equity markets.
Mar 10, 2025
4 minutes, 21 seconds to watch
Looking ahead to 2025, it’s a richer outlook for Alpha
InsightsReflecting on the past month, Jeremy Richardson explores the impact of the US elections on global equity markets, highlights how quarterly earnings are creating stock-picking opportunities, and examines the interplay between corporate results and valuations, which is fostering a richer environment for generating alpha.
Dec 11, 2024
4 minutes, 47 seconds to watch
Global Equity Investor insight - November 2024
InsightsReflecting on the past month, Jeremy Richardson explores shifts in the market context, Goldilocks conditions and developments in the world of AI.
Nov 8, 2024
3 minutes, 43 seconds to watch
Thoughts on the US elections: an equities perspective
InsightsWith the day fast approaching for US voters to express what they think should happen, Jeremy Richardson looks at how equity markets and investors can only consider the outcome.
Oct 23, 2024
1 minutes to read
Global Equity Investor insight - September 2024
Current perspectivesDive into the three observations that Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited explores as the reporting season draws to a close.
Sep 17, 2024
4 minutes, 19 seconds to watch
Global Equity Investor insight - August 2024
Current perspectivesReflecting on the past month, Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management (UK) Limited explores; better-than-expected results due to margins rather than revenues, fears for the resilience of the U.S. consumer vs hopes of falling interest rates, and more.
Aug 15, 2024
4 minutes, 45 seconds to watch
Global Equity Investor insight - July 2024
Current perspectivesReflecting on the past month, Jeremy Richardson explores; The beneficial and volatile nature of elections, the return of market concentration, led by large technology companies and fundamentals once again driving share prices, in spite of uncertainty and unrest
Jul 10, 2024
6 minutes, 18 seconds to watch
Global Equity Investor insight - June 2024
Current perspectivesReflecting on the past month, Jeremy Richardson explores satisfactory earnings data driven by margins rather than sales, investors turning to forward-looking statements for guidance and technology stocks, particularly those related to AI, leading sector performance.
Jun 5, 2024
4 minutes, 41 seconds to watch
Global Equity Investor insight - May 2024
Current perspectivesReflecting on the past month, Jeremy Richardson explores shoots of recovery in China and Europe, why recent geopolitical tensions are not having a bigger impact on oil prices and investor expectations in earnings season.
May 3, 2024
3 minutes, 33 seconds to watch