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03 September 2019 • By Jamie Nicol • 1 min read
We focus on buying quality companies at attractive valuations. Clearly others in the market like these types of businesses too. We try to find these b...
READ MORE Intangible assets are taking up a larger share of corporate balance sheets as economies transition away from asset-heavy manufacturing bases to knowle...
READ MORE 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 and the s...
READ MORE When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industry must con...
READ MORE Negative yield nominal bonds have received a lot of press lately, with trillions of dollars of these bonds outstanding. Why has this happened, what do...
READ MORE The technology sectors – semiconductors, electronic components, computers, software, computer services and so on – were long the prerogative of a ...
READ MORE Globalisation, one of the most important economic trends of the last century, has been taking more than a few shots recently. For those prematurely an...
READ MORE We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. The business networks were flashing red all day...
READ MORE Despite having occurred more than a decade ago, the events of the global financial crisis (GFC) are still influencing investor decisions today. It�...
READ MORE The nature of globalisation is changing. In the past, “globalisation” mainly meant the movements of goods and money across national boundaries. Ex...
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