Equity market returns have been narrowly concentrated in recent years. But the unpredictability of market timing highlights the need for a disciplined investment approach and a diversified portfolio of global companies.
Searching for soundly financed businesses with strong competitive positions has been fundamental to our investment approach since 1986 and has contributed to our long-term performance.
Inflationary pressures appear to be easing, and for the first time in decades cash deposits offer an attractive return. So why invest in shares? In this video, we share our thoughts on the economic outlook …
Our London Office hosted Dr Gavin Law as part of a series of talks on the energy transition and climate change. Dr Law is Head of Gas and Power Consulting at Wood MacKenzie and is …
The immediate economic outlook appears gloomy, as inflation affects both consumer spending and company profits. Central banks have added to the economic pressure by increasing interest rates. Despite this, there remain interesting themes that offer …
The transition towards cleaner, low-carbon economies will influence returns for many years. In our webinar we share our views and what it means for investors.
Our London office hosted Julian Kettle from Wood Mackenzie for a talk on the importance of metals in the energy transition.
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 …
Professor Allen’s talk is insightful, thought-provoking and highlights some of the complex issues that have to be considered when making investment decisions with climate change in mind.
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 …
