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
It’s lights out and away we go
“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”
Metaverse: real estate
“Although fascinating, I don’t see
the metaverse replacing the real world anytime soon.”
Monthly Viewpoint – February 2022
Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin
Monthly Viewpont – December 2021
Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.
Monthly Viewpoint – November 2021
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…
Monthly Viewpoint – October 2021
The abrupt fall in markets in September was equally abruptly reversed in October, with Wall Street enjoying its best month of the year, the S&P 500 returning 7.0% and closing the month at an all-time high
Monthly Viewpoint – September 2021
In the face of strengthening and broadening headwinds, the unbroken run of seven
months of gains in equities came to an abrupt halt in September
Goodbye to Greenwashers
“For fund selectors the key questions are: who is genuine and how do they
stack up versus a burgeoning
list of peers?”