Dividend outlook: the capital return mix is key in 2021
2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
The future for retail - embedding new habits and shopping with purpose
Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
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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