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2023-10-26 08:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...
2023-10-26 05:23:13 ET Summary RELX has a strong business performance with double-digit growth in revenues and profits for the first half of the year. The company's dividend outlook remains solid, with a history of consistent growth and a target cover of at least two times. Th...
2023-10-22 09:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We have been surprised...
2023-07-20 08:45:00 ET Summary Aoris is a specialist international equity manager and manages a single international equity portfolio. Our investment approach is conservative, fundamental and evidence-based. The Aoris International Fund (Class A – Unhedged) outperformed its...
2023-07-16 00:46:30 ET Summary RELX PLC specializes in providing information-based analytics and decision tools to professional and business customers worldwide. The business has developed a market-leading position in the provision of data analytics for a wide range of industries....
2023-07-14 12:16:32 ET Summary Wolters Kluwer is a global provider of professional information, software solutions, and services. We expect revenue growth, as its quality business model and wide moat allow the business to exploit industry trends, such as AI. The company curren...
2023-05-12 12:32:29 ET Summary Investors today are in desperate need of income due to the rapidly rising cost of living. Lazard Global Total Return and Income Fund Inc invests in a portfolio of stocks from around the world to deliver a high level of income to investors. The LG...
2023-04-14 20:00:00 ET Summary Mawer Investment Management is a privately owned, independent investment firm, managing over $67B in assets for individual and institutional investors across all major asset classes. Equity markets were resilient in the first quarter of 2023, finishi...
2023-03-29 15:05:26 ET Summary This portfolio uses historical performance and qualitative business traits to determine low-risk assets. These assets are leading their class and represent sectors that offer lower volatility. Backtesting proves that the constituents outperform t...
Summary RELX stock price does not reflect the company's accelerating growth, and the discount in valuation relative to US peers should close as the market recognizes this. Management expects future growth to remain above historical trends. The threat from ChatGPT on RELX, particular...
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