Patience required

Transitions are difficult periods.  By definition, they follow periods of clear direction, they can last a long time, and their outcomes are uncertain.  Some of the most impactful transitions unfolding…

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China’s ‘Common Prosperity’: Understanding the Background, Implications and Opportunities for Technology, Consumer and Luxury Companies

“We should build a world of common prosperity through win–win co-operation.”President Xi Jinping addressing the United Nations, 2017Since the 1970s China has lifted nearly a billion people out of poverty,…

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Webinar: World Stars Global Equity September 2021 investment update

https://youtu.be/C464SEBSxaE Christopher Rossbach, our CIO and the World Stars portfolio manager provides an overview of our recent performance and our views on the outlook for companies and markets. Moderated by…

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