Our most recent videos and webinars can be viewed below.
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.
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 a recognised global leader in LNG. In this insight, we learn about the importance of gas and LNG during an energy crisis and the long-term impact of a shortage.
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 compelling long-term investment opportunities. In this video, Guido Bicocchi and Hugo Swann discuss how we are positioning portfolios to reflect our investment thinking.
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 through this economic outlook.
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 of this.
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 Smaller Companies.