“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…

“Back to life, back to reality, back to the here and now…”Soul II Soul, 1989Every once in a while we think of song lyrics that encapsulate the moment.  Of late…

We like market routs because we can buy more for less.  This week our friend Rob Armstrong, former editor of Lex, launched a new investment column in the Financial Times…

One of our long-standing convictions is that volatility is an opportunity not a risk for long-term investors. Stock prices follow fundamentals and pull-backs like the one we experienced in March…

One of our long-standing convictions is that volatility is an opportunity not a risk for long-term investors. Stock prices follow fundamentals and pull-backs like the one we experienced in March…

It has been a tumultuous year for the global economy and the markets, but also a year in which our approach of investing in quality companies that have strong and…

In our New Year’s greeting we wrote that farmer’s almanacs used to say that April is the cruellest month, and so it could be this year on a wider perspective.  …

Looking back at 2020, we have been struck by how the pandemic has accelerated the change and disruption we have seen over the past decade. As for any responsible investor, a…

“Elections belong to the people.  It’s their decision.  If they decide to turn their back on the fire and burn their behinds, then they will just have to sit on…

Much have I suffered, laboured long and hard by now in the waves and wars. Add this to the total —bring the trial on! Odysseus in Homer’s Odyssey This year…