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EM Spotlight

Energy exporters, or those with relative energy stability, show signs of prospering 

  • James Syme
  • Paul Wimborne
11 Aug 2022

EM Spotlight

Energy exporters, or those with relative energy stability, show signs of prospering 

10 Aug 2022

The View From Asia

Conditions in Asia are considerably different to those in the US

31 Jul 2022

UK Equity Income Bulletin

Central bank commentary suggests we may have passed peak ‘hawkishness’

14 Jul 2022

It's the supply-side, stupid!

From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.

11 Jul 2022

Under the Bonnet

Idiosyncratic stock selection helped Fund performance through a period that saw events more extreme than many investors have ever experienced.

11 Jul 2022

The Cost of Bad Behaviours

During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.

08 Jul 2022

Quarterly Update from Christopher Lees

"Beware good houses in bad neighborhoods..."

05 Jul 2022

Emerging Markets Spotlight

The good news from China ... and the bad

04 Jul 2022

The View From Asia

Recession remains a threat, and despite official figures, China is almost certainly in a phase of contraction

30 Jun 2022

UK Equity Income Bulletin

UK equity valuations remain eye-wateringly low relative to earnings and balance sheet capital

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