Macro views

Vaccines + elections = great uncertainty

Macro Update 26 October 2020
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Responsible Investment

The ESG implications of COVID-19: Annual General Meetings (AGMs)

Discover how COVID-19 has pushed AGMs around the world into an online format.
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Responsible Investment

The ESG implications of COVID-19: Executive Pay

Explore the executive pay implications of COVID-19 at top UK companies
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4 min read

The most useless results season ever? … part 2

David Moss, co-head Global Equities, argues the case for looking beyond the latest set of results and focusing on long-term prospects.

5 min read

The most useless results season ever?

Sense check – quarterly results: David Moss, Co-Head of Global Equities, discusses Q1 results and what to expect from them.

4 min read

European Equities: keeping the faith!

Whilst those around us capitulated, and greed turned to fear, we held steady and continued buying more of the weaker names. Was this easy?

2 minute read

Why invest in Europe?

Discover why taking a step back from the macroeconomic malaise of Europe is beneficial to investors.

3 min read

Europe – why focusing on great businesses, not the macro, makes sense

At its June meeting, the European Central Bank’s president, Mario Draghi, sent a clear signal that all is not well with the European economy.

10 min read

Technology: love it or loathe it

Good old-fashioned ‘greed’ and some stellar top-line growth have made technology an interesting and fruitful place to invest over the last decade or so.

10 min read

2018 review: what we got right and wrong

There is no way to sugar-coat 2018 – it was the worst year for equities since 2008

6 min read

Oil anyone? No thanks…..

I posted a comment on LinkedIn the other day, which was immediately pounced on!

6 min read

ESG - a fundamental consideration

It is now a daily occurrence to see an article in the financial press, praising the merits of environmental, social and governance (ESG)

6 min read

Seeking the quality tech in European equities

What’s very clear though is that product and customer service still matter

14 min read

European Equities - why we sold Unilever

Quality is (and has always been) our mantra, the crux of our investment philosophy.

6 min read

Sustainability: the fabric of good business

As consumers, we are becoming increasingly aware of the production process of our goods

6 min read

Forecasting: a fool’s game?

You’d be hard pressed to find an investor who is not familiar with the concept of behavioural finance.

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