RSMR Blog

A compilation of relevant and engaging articles from the RSMR team including our monthly investment perspectives and fund updates and economic and market analysis from Graham O’Neill, Director, Independent Research Consultancy Ltd (Ireland). 

25 Apr 2025

Investment Perspectives: Profit or Pitfall? The investment impact of global trade tariffs

The US is the largest consumer market in the world, making it a critical target for global exporters. The Trump...

26 Feb 2025

Is this the opportunity to Make Active Management Great Again?

The founder of Modern Portfolio Theory, Harry Markowitz, famously described diversification as the ‘only free...

20 Feb 2025

Investment Perspectives: Infrastructure - the UK's untapped goldmine?

The Bank of England’s (BoE) Monetary Policy Committee (MPC) voted unanimously in February to cut the Base Rate by...