With inflation data suggesting we are at or near the peak in interest rates and investors assessing scope for cuts in 2024, real estate equities have risen sharply from their lows.
Global stock markets clawed back some of their recent losses this week following easing tensions in the Middle East and some impressive corporate earnings statements.
Decarbonising Steel: redefining the value chain and the role of iron ore miners
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.
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