21 December 2021 • By Taimur Hyat • 1 min read
Technological change has left a wake of destruction across manufacturing and retail, decimating storied names such as Nokia, Brooks Brothers, Sears, D...
READ MORE Looking back on COP26, cynicism may feel like an appropriate response, with significant agreements watered down or lacking consensus. Reactions have b...
READ MORE Our distinct experience and perspective as global small cap specialists have provided a very specific lens through which we view the current market. ...
READ MORE In the lead up to the Climate Change Conference in Glasgow, we were inundated with projections, pledges and pathways about our greenhouse gas future. ...
READ MORE The last 12 months have seen unprecedented growth in the housing market. In fact, we have seen the strongest growth in housing market values since the...
READ MORE Climate change is the defining issue of our generation, and the evidence is clear that the appetite for sustainable investments is only going to incre...
READ MORE The active versus passive debate is a perennial but misplaced one. Striking the ideal balance between the two distinct investments can greatly influen...
READ MORE By comparing the returns of developed markets to emerging markets (EMs) using the building blocks of earnings per share (EPS) growth, income, valuatio...
READ MORE With 2021 characterised by strong commodity prices, we are often asked our view in terms of the sustainability of this trend. At the risk of embarrass...
READ MORE Global equity markets have continued to break new ground this year, but could the bull market that started in 2009 be coming to an end? Equity valuati...
READ MORE
