History tells us that letting the
inflation genie out of the bottle is a lot easier than putting it back again
14 Jun 2021
10 Jun 2021
Monthly Viewpoint May 2021
Confidence in economic recovery continued to mount in May, with most data and forward indicators pointing to a period of exceptional growth underway.
7 Jun 2021
Macro Matters
We don’t believe in investing on the basis of macro, but nor do we ignore it
24 May 2021
Be smart, be decent: empower women
Gender discrimination is not only terribly wrong, but also plain stupid
17 May 2021
Diversify your diversifiers
As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause
10 May 2021
A Value Renaissance
The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death
10 May 2021
Monthly Viewpoint – April 2021
The pandemic continued to dominate discourse in April as case numbers globally reached
record daily levels, but the impact became increasingly differentiated between the developed
world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and
movement restrictions into sight, and developing nations, notably India and Brazil, where
second waves …
26 Apr 2021
ESL, what not to do.
Understanding our
investors requirements and
risk tolerance through open dialogue enabled us to build a robust process which mitigates their risks whilst enabling the fund to aim to hit its return objective
19 Apr 2021
First a green jacket, now a green light for Japan?
The Japanese equity market is well placed to benefit as economies reopen from pandemic related restrictions
12 Apr 2021
Monthly Viewpoint – March 2021
While the vaccine news in early November was arguably the critical turning point in this cycle,
providing light at the end of the pandemic tunnel, it was only in the first quarter of 2021, 12
months from the pandemic’s onset, that investors began to price in the recovery ahead and a
return to post-pandemic normality.
