All three categories of
royalties have the potential to
provide good returns.
17 Jul 2023
10 Jul 2023
Monthly viewpoint – June 2023
The Yuan has been under pressure this year, down 5.2% in Q2 and 7.6% YTD, as the Chinese economic recovery following the end of Covid restrictions faded
10 Jul 2023
Lessons in extremis
The ability to follow an investment approach is much harder during a disappoiting period of performance
26 Jun 2023
Momentum Investing at Momentum
Identifying trends and catalysts in stocks
requires skill and experience…
19 Jun 2023
Daring to be different
Contrarian investing has witnessed
remarkable success stories over the
years
12 Jun 2023
Monthly viewpoint – May 2023
The extraordinary success of ChatGPT
following its launch in November 2022 is
leading to a surge in demand for high end
processors to power AI applications
12 Jun 2023
Safe as houses?
Overall, property warrants a place
alongside equities within our basket
of growth assets
5 Jun 2023
The many dimensions of sustainability
One can achieve substantial results and benefit through better long-term
risk-adjusted returns
22 May 2023
Richest match in football
Several sectors within commercial real
estate still present promising long-
term prospects
