Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.
10 Oct 2023
Monthly viewpoint – September 2023
Data from the US economy has proved to be surprisingly strong this year, and the labour market remains tight, with
wages rising at close to 6%
9 Oct 2023
Responsible investment:here for good
There is evidence that investing responsibly and integrating ESG factors is additive to returns.
2 Oct 2023
Risky business
We believe in blending equity style factors
to deliver more efficient returns
25 Sep 2023
A tail of two services
Boutique firms specialise in being selective and creative in their investment approach
18 Sep 2023
The Investment Odyssey: Avoiding the Sirens of behavioural bias
In the world of investing, investors face
their own version of Sirens in the form
of behavioural biases
11 Sep 2023
Monthly viewpoint – August 2023
Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%
11 Sep 2023
Macro matters
We caution against the view that we are likely to see a protracted period of either especially high or especially low
inflation over the next five years
4 Sep 2023
Don’t trust the numbers
The investment world is full of these
mathematical “lies” and it takes a lot of
experience and focus to avoid the traps these present
21 Aug 2023
Build in ESG
… we are committed to contributing to a more sustainable world, both through direct actions and indirect means
