Staying the Course

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

5 mins

Lifting The Veil On Voting

Over the last decade, there has been a huge shift from active to passive investment strategies. While a lot of time is spent trying…

6 mins

The Perfect Storm

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

4 mins

In The Driver’s Seat

Earnings drive share prices. No doubt most investors will have heard some derivative of this investing dictum many…

6 mins

A Fund For All Seasons

The volatility in markets so far this year has felt extreme with the S&P 500 already declining by…

6 mins

Underestimating The Future

In his well-known 1994 book, Increasing Returns and Path Dependence in the Economy, Professor Brian Arthur put forward…

5 mins

Inspiring Leadership

While there are many quantitative aspects to analysing a company, it is often the qualitative ones that can…

6 mins

Market Timing

“The first rule of compounding: never interrupt it unnecessarily” Charlie Munger Predictions, it is said, are tough to…

4 mins

Wimbledon and Inflation: You Cannot Be Serious!

As the French proverb goes, the more things change, the more they stay the same. As we move…

7 mins

Inflation Series: Margins and Operating Leverage

This month we continue with our series on Interest Rates and Inflation. The first newslet-ter in March discussed…

8 mins