From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors. However, that is not all they are. They are also opportunity creators for investors who have done their homework and are deeply focused on fundamentals.
All insights
Focusing on enduring trends for long-term growth
From the Government of National Unity’s failure to reach an agreement around its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs and South...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
From pints to Pixar
Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being...
Are global investors dependent on great expectations?
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...
The conflict between price and fundamentals
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
How to evaluate umbrella funds
Navigating the complex world of umbrella funds can be likened to steering a ship through choppy waters. Just like a ship’s captain relies on accurate weather...
How to invest in a volatile market
The recent sharp declines in global stock markets following US President Donald Trump’s declaration of “Liberation Day”, and the volatility that ensued, have...