The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape

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The stabilisation of markets in May is welcome, but the outlook remains extremely uncertain

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If we look at successful sports
teams or individuals, there are lots of similarities that can be drawn between them and professional investors

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How do you translate “whatever it takes” in Chinese?

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The Dead Sea’s surface area has almost halved over the last 90
years. Today it covers a little
over 600km, down from 1050km in 1930, and is 20 miles shorter than it was in 1950

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“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”

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“Although fascinating, I don’t see
the metaverse replacing the real world anytime soon.”

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Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin

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Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.

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The buoyant markets of October continued through most of November, taking several equity indices to new all-time highs, until news of the new Covid variant, Omicron…

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