AI is constantly in the news but is it getting more attention that it deserves? And if so, how should we invest our clients’ money?
Demographic change is one of the most predictable long-term trends and it's driving growth in the hearing aid industry. With hearing loss set to affect 700 million people by 2050, demand is rising. Sonova, a …
At McInroy & Wood, we focus on the essential technologies behind major innovations. ASML, a Dutch leader in chip-making equipment, plays a crucial role in artificial intelligence by enabling the production of the world’s most …
While our limited exposure to the headline-grabbing companies might suggest an absence of cutting-edge technology stocks, we prefer to survey a broader horizon of long-term opportunities.
Inflation is proving more stubborn than central banks had envisaged, as supply shortages and higher energy costs feed through into retail prices. In this video, Tim Wood and Guido Bicocchi discuss our strategy for navigating …
Following the previous year’s rebound in Tech stocks, Tesla and Bitcoin there is much discussion of ‘investment bubbles’. We discuss why markets might be seen as “bubbly” and how we are positioning portfolios in light …
One year on from COVID-19 the vaccine roll-out begins. As the nation returns to normality, we are cautiously optimistic. Our Investment Team share our views on the future of the economy with a focus on …
Our piece last April referred to the risk posed by ‘nations turning in on themselves’. Despite the danger, that is what seems to be happening. So far, equity markets are ignoring the threat. Recent bond …
