“Does volatility in market prices equal risk?”“Volatility in market prices can be an indicator of risk, but it is not necessarily equal to risk. Volatility refers to the fluctuation of…

The big money is not in the buying and the selling but in the waiting.Charlie MungerThe latest Financial Times headlines say it all: 'Kristalina Georgieva, head of the IMF, said…

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…

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…

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…

The death of Queen Elizabeth II marked the end of a long and prosperous era and the beginning of a new one.  She was a part of our lives almost…

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…

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…

Last week we had a chance to speak at the first London Quality Growth conference, a timely gathering of investors given the sell-off in markets and the even bigger sell-off…

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…