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.

Team Insights – Q1 March 2019

Instead of giving you an update on how the market performed, what new economic data has been published etc… we thought we would provide you with a look at investor behaviour.

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Team Insights – Q4 December 2018

Quarter 4: December 2018. Sentiment has shifted and as per history boredom has given way to worry, worry has given way to fear - let’s see if panic kicks in.

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Team Insights – Q3 September 2018

Quarter 3: September 2018. In a stormy market, the value investing discipline becomes crucial...

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Team Insights – Q2 June 2018

Quarter 2: June 2018. As we know, history doesn’t always repeat, but it does often rhyme.

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