by RMCM | Oct 14, 2020 | Commentary
Stakeholder capitalism is a concept that has gained ground in recent years, reflecting the idea that companies are beholden to a range of constituents – not just the traditional shareholder. But if shareholders are stakeholders (very important ones at that) then what...
by RMCM | Sep 9, 2020 | Commentary
Environmental, social, and governance (ESG) strategies are having their moment of well-deserved glory. Once viewed as a niche investment approach that required concessionary returns, ESG has shown believers and non-believers alike that its integration in the...
by RMCM | Jul 20, 2020 | Commentary
We often focus on the value of our investment philosophy when it comes to managing risk. Focusing on sound fundamentals and incorporating Environmental, Social, and Governance (ESG) data into our process allows us to better gauge liabilities for the investments we...
by RMCM | Jul 7, 2020 | Commentary
There has been a renewed focus on the intersection of investing and corporate citizenship, as businesses and investors see the how Environmental, Social, and Governance (ESG) themes rise to the fore in times of crisis. While it is true that COVID-19 and the Black...
by RMCM | Jun 9, 2020 | Commentary
In an earlier commentary, we discussed the potential of 5G, providing a perfect springboard into the discussion of Artificial Intelligence (AI) and automation. While 5G, AI, and automation are completely different, they have a symbiotic relationship: 5G is the network...
