Remember the Big Picture

At J.P. Morgan’s recent third quarter results call, Jamie Dimon, Chairman and CEO, was asked about comments he had made about the supply chain problems easing and what he had…

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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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What’s Possible

“I think about all the young kids who will be watching this summer.  No matter what happens, I just hope that their parents, teachers and club managers will turn to…

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