The investment team’s idea generation comes from deep research across a myriad of sources, mediums and regions

 

Each quarter we share a sample of our insights with our clients. We welcome you to subscribe to our thought leadership to receive this regularly.

2021’s Hangover

Quarter 3: September 2022. If 2021 was the party, this year has certainly been the hangover...

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Death, Taxes and…Drawdowns

Quarter 2: June 2022. Well, we’ve just had another quarter of reminders that the only certainty in life, is uncertainty...

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Resuscitation of Value…ation

Quarter 1: March 2022. With the current macro environment feeling like a bubbling cauldron about to overflow, we explore the key paradigm shifts we are seeing...

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ARKKs Don’t Always Float

Quarter 4: December 2021. With inflation concerns finally becoming a hot topic, is it time for a touch of Volcker? This quarter we explore...

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