Our idea generation is fuelled by deep research across a myriad of sources, mediums and regions

 

Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

Team Insights – Q2 June 2019

Quarter 2: June 2019. “What if the cost of capital never rises again?” To ponder this is an interesting exercise but largely futile...

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Team Insights – Q1 March 2019

Instead of giving you an update on how the market performed, what new economic data has been published etc… we thought we would provide you with a look at investor behaviour.

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Team Insights – Q4 December 2018

Quarter 4: December 2018. Sentiment has shifted and as per history boredom has given way to worry, worry has given way to fear - let’s see if panic kicks in.

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Team Insights – Q3 September 2018

Quarter 3: September 2018. In a stormy market, the value investing discipline becomes crucial...

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