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.
We explore this deceptively simple question, examining the cognitive trap of judging decisions by their short-term outcomes rather than the quality of the process behind them.
Markets don't like uncertainty - and right now there is plenty of it. Conflict in the Middle East, questions over oil supplies and renewed tariff tensions have all tested investor confidence. How are our clients’ portfolios positioned for this environment, any why?
ESG investing and the energy transition have failed to reduce global carbon emissions over the last decade. What factors have slowed the energy transition? And how should investors prepare for the next ten years?
