Our idea generation is fuelled by deep research across a myriad of sources, mediums and regions

 

Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

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.

Read more

Team Insights – Q3 September 2018

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

Read more

Team Insights – Q2 June 2018

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

Read more

Team Insights – Q1 March 2018

Quarter 1: March 2018. Quote of the Quarter: “[Those holding cash] are going to feel pretty stupid” – Ray Dalio, Feb 2018

Read more