Is this a market turning point?

2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result is a cocktail of negative…

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Cheer up!

Jeff Prestridge, the long-time personal finance editor of the Mail on Sunday, has featured our analysis of the long-term returns offered by equities in this Sunday’s newspaper.  We were happy…

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Reasons for Optimism

Over the past two months, the mood has lifted across markets.  As we expected, our companies rebounded strongly in July with a broadening out of macro-economic concerns and a second quarter results…

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A win, win Opportunity

Stock markets have rebounded somewhat from the lows they reached in June. We continue to be at a turning point. As the global economy recovers from the pandemic, underinvestment in…

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Buffett is Buying

In volatile times like these, it helps to take a long-term perspective. Warren Buffet (91) and Charlie Munger (98) have seen their share of global crises, commodity price shocks and…

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Resilience in Times of Adversity

This week’s invasion of Ukraine by Russia has thrown major new complexities and uncertainties into the geo-political and macro-economic outlook.  Markets had already been pricing in the possibility of escalating…

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