The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
30 Sep 2024
Honey, I shrunk the listings
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
23 Sep 2024
History doesn’t repeat but it often rhymes
“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”
16 Sep 2024
Defining value
“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”
10 Sep 2024
Monthly Viewpoint – Aug 2024
The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts
9 Sep 2024
To exclude or not to exclude? That is the question.
“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”
2 Sep 2024
Is there still value in Value?
“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”
20 Aug 2024
Monthly Viewpoint – July 2024
We recognise the risks coming from geopolitics and US politics, and the increased uncertainty around economic growth. But markets have adjusted rapidly to the changed narrative
