At McInroy & Wood, our focus is on long-term investing based on the analysis of companies operating in different industries and countries around the world. 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. But of equal significance is deciding which investments to avoid.
In this video, Isla de Haldevang and Guido Bicocchi discuss the importance of choosing what not to invest in.
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.
Excitement over AI has been a key driver of strong stock market returns over the last decade. This has benefitted the passive funds that track their performance, while active managers have had a more challenging period. Does focusing on the fundamentals still work in today's market, or is it different this time?
