Q1 2024 – Quarterly Perspectives
Key Themes In a few short years we have seen a global pandemic, economic crises, historically high inflation, burdensome interest rates and […]
Q1 2023 – quarterly perspectives
Acumen Portfolio Update Over the last few months, we have made a number of changes to the ACUMEN. Portfolios, to reduce the […]
Q2 2023 – sustainable investment report
January 2023 Last month we reviewed regulatory developments across the ESG ecosystem in 2022. Now, with fresh market data from Bloomberg and […]
Q1 2023 – quarterly perspectives
Performance Review So far this year, the ACUMEN Portfolios have lagged the IA sector benchmark. This is due to our defensive positioning […]
Q1 2023 – sustainable investment report
October 2022 On 25/10/22 the Financial Conduct Authority (FCA) published an exciting consultation paper, CP22/20: Sustainability Disclosure Requirements (SDR) and investment labels, […]
Q4 2022 – quarterly perspectives
Performance Review On an absolute basis the ACUMEN Portfolios have fallen in value since the start of the year. This is unsurprising […]
Q4 2022 – quarterly ESG report
Commentary The purpose of this section is to build a narrative around our approach to sustainable investing. Included in this section are […]
Q1 2024 – Acumen Quarterly Perspectives
Introduction Following a difficult 2023, the ACUMEN Portfolios are off to a good start this year, delivering positive absolute and relative performance. […]