We focus on buying quality companies at attractive valuations. Clearly others in the market like these types of businesses too. We try to fi...
Intangible assets are taking up a larger share of corporate balance sheets as economies transition away from asset-heavy manufacturing bases...
Emerging markets debt (EM debt) has hit a bit of a speed bump recently, as investors have reacted to concerns over trade wars, global growth...
When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industr...
Negative yield nominal bonds have received a lot of press lately, with trillions of dollars of these bonds outstanding. Why has this happene...
The technology sectors – semiconductors, electronic components, computers, software, computer services and so on – were long the preroga...
Globalisation, one of the most important economic trends of the last century, has been taking more than a few shots recently. For those prem...
We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. ...
Despite having occurred more than a decade ago, the events of the global financial crisis (GFC) are still influencing investor decisions tod...
The nature of globalisation is changing. In the past, “globalisation” mainly meant the movements of goods and money across national boun...
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