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.

Doom & Bloom – Part 1

Quarter 1: March 2020. It may feel like we are in a dark forest, with no end in sight, with bad news constantly spooking us from every direction.

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Team Insights – Q4 December 2019

Quarter 4: December 2019: Reflecting on the decade that was – the 2010’s. During the early stages of the 2010’s, markets were climbing the wall of worry...

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Team Insights – Q3 September 2019

Quarter 3: September 2019. Momentum has lulled investors into a false sense of ‘safety’ - with top-line growth at any cost becoming the mantra as the low cost of capital equated to unrealistic discount rates.

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Team Insights – Q2 June 2019

Quarter 2: June 2019. “What if the cost of capital never rises again?” To ponder this is an interesting exercise but largely futile...

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