Andrew Harvie
Andrew Harvie

Andrew Harvie

Client Portfolio Manager, Global Equities

Latest articles

February 2024

Small wonder: the case for global small cap

We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
June 2020

Global Equity Income: a dividend update

Covid-19 has obvious implications for companies’ cash flows and, consequently, their ability to return cash to shareholders (ie, pay a dividend).
May 2020

Global Equity Income: dividend update

The Covid-19 outbreak represents perhaps the largest disruption to the global economy outside of the world wars. It is challenging families, companies and governments around the globe. Investment markets are attempting to weigh up the support from central banks versus the economic impact of the containment measures, but the economy is effectively on hold and we will doubtless experience a sharp global recession.
March 2020

Global equities: Coronavirus market volatility - performance update

Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.

Latest articles

February 2024

Small wonder: the case for global small cap

We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
May 2020

Global Equity Income: dividend update

The Covid-19 outbreak represents perhaps the largest disruption to the global economy outside of the world wars. It is challenging families, companies and governments around the globe. Investment markets are attempting to weigh up the support from central banks versus the economic impact of the containment measures, but the economy is effectively on hold and we will doubtless experience a sharp global recession.
March 2020

Global equities: Coronavirus market volatility - performance update

Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.
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