Our Insights

Our core belief is that sustainability is critical to long-term investment.  Only companies that are sustainable in the way they do business can have sustainable

“This antitrust thing will blow over.” Bill Gates (Speech to Intel executives, 1995) Last September, we outlined our views about the regulatory threats facing the

The Oxford University Business Economics Programme has produced a series of lectures on the Economics of Post-Crisis Recoveries that we are proud to be sponsoring.

As we start the year, we would like to share some of our expectations for markets, industries and the companies we invest in.  Our World

Negative interest rates have posed a conundrum for the global economy and the financial markets over the past.  They have provided economic stimulus and support

Much of the social, economic and political development of the modern period is driven by technology, innovation and disruption. Steam power, combustion, electricity, telephony, computing;

Every month that passes by brings more visibility on the economic impact of the Covid-19 virus past, present and future. Reported economic and corporate data

Travelling to work on a bicycle through London’s West End is surreal.  The sun shines down; shops and restaurants are closed, buses overtake empty, pavements

Our investment philosophy at J Stern & Co. builds on the tradition of the Stern family and its 60-year, multi-generational track record of investing for

Smart Cities – The Cities of the future are already here Posted on June 2019 Smart Cities, for so long a thing of myth and