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 of this.
Cranswick has a rich history of growth over the long-term. We analyse the role that its culture has played in that journey and why it’s a key part of our investment analysis.
A particularly challenging client group for investment managers and advisers
The global economy entered 2026 in a relatively strong position, but the Middle East conflict quickly reshaped the outlook, disrupting oil and gas supplies and triggering an energy shock. Yet while the near-term effects are significant, the more important theme is structural.
