Stonehage Fleming’s Gerrit Smit: How McDonald’s can shield investors from a US recession
Markets are bracing for low growth and weak cosumption – prime conditions for the chain to thrive
Stonehage Fleming
-
-
Stonehage Fleming IM appoints deputy to flagship Global Best Ideas Equity fund
Carolyn Bell will work alongside lead manager Gerrit Smit to manage the £3.8bn fund
-
Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
-
Lombard Odier hires Stonehage Fleming sustainability head
Mona Shah will join the firm in April as senior sustainability strategist
-
PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
-
Stonehage Fleming’s Smit: What investors need to keep watch for in Q3 earnings season
Expect to see exponential growth from what is still a low base in AI
-
Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
-
Hawkish Fed remains in flight as US CPI keeps falling
‘Inflation still isn’t fully handled, and it’s easy for markets to get carried away’ warns one analyst
-
Track to the Future – with Stonehage Fleming’s Steven Brown
Continuing our series on how fund group distribution bosses are thinking about asset classes, strategies and working with clients over the rest of 2021 and beyond
-
Paul Mumford funds absorbed by Stonehage Fleming in ‘strange’ tie-up
‘Old school stock picker’ Mumford’s small cap focus seems out of place with Stonehage Fleming offering
-
Stonehage Fleming launches sustainable investment range
The range will initially focus on equities, fixed income, alternatives and cash
-
Stonehage Fleming hires CEO hot on the back of Caledonia investment
Giuseppe Ciucci steps back from helm after 22 years