Latest articles and investment thinking from RC Global Funds Management investment team.
Exploring investment opportunities in AI outside the technology and within the energy and infrastructure sector.
The worst-performing segment in the first two months of the year that the investment team expects to outperform over the medium due to industry dynamics and strong tailwinds.
RC Global Funds Management looks at the transport segment over the last three years and provides insight into its positioning going forward.
The global LNG value chain has been a high-conviction investment theme within the energy sector, and we take a more detailed look at our reasoning and exposure.
Our investment team explore the growth drivers and investment opportunities in the global equity markets.
A follow on from our previous publication on the megatrend of food security. We explore the reason for exposure to the fertiliser industry in our Global Infra-Energy Fund.
RC Global Funds Management looks at the transport segment over the last three years and provides insight into its positioning going forward.
Our investment team looks for a travel re-opening investment opportunity that has a safety margin against stalled re-opening.
Our investment team looks for a travel re-opening investment opportunity that has a safety margin against stalled re-opening.
A look into emergence of the energy crunch in Europe.
Our investment team reviews how they have invested in the sector post-COVID19 and going forward.
Our investment team provides insights how they found opportunities in the transport sector in challenging times.
Our investment team has a look at the semiconductor shortage to find investing opportunities in listed global equities.
We investigate the growth drivers of solar energy and the investment opportunities in listed global equities.
We recognise the importance of Digital Infrastructure and explain our investment approach in listed global equities.
RC Global Funds Management investigates hydrogen's role in the Energy Transition megatrend.
Exploring why energy transitions is a megatrend and is going to generate significant shareholder returns.
Leading companies remain resilient.
The investment opportunity of air as a wind power source.
The investment opportunity of air quality inside buildings.
The air pollution problem is providing a investment opportunity.
RC Global investigates the investment opportunity relating to companies operating in the essential industry of water.
Learn how automation and robotic industries are accelerating.
A look into how global utilities will performs with the health crisis.
A complete guide on all your options to access global equity markets
An article that looks at the pros and cons for do-it self investing for investing in global equities.
Our focus on these two business segments provides a wide investment universe for essential industries.