Luxury brands, NFTs and the metaverse

After two years of absence from museum visits, when a friend suggested that we meet up at the British Museum to see ‘Hokusai: The Great Picture Book of Everything’ exhibition,…

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Buffett’s Berkshire is anything but Brittle

Warren Buffett recently returned to the stage in Omaha for the Berkshire Hathaway annual meeting after a two-year hiatus.  Christopher Rossbach, our chief investment officer, who has been making the…

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Digital Transformation in Emerging Markets: Opportunities for Credit Investors in African Digital Infrastructure

Today’s emerging markets pose a very different proposition to those of ten years ago.  Historically there has been a strong association with commodities, and while this relationship still exists, markets…

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Battle of the Brands

Our analysts Katerina, Zhixin and Giles have put together in our insight this month their thoughts on the opportunities and challenges for consumer stocks, highlighting the inherent quality these companies…

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eSports Let The Games Begin

The rapid ascent of eSports, competitive video gaming to the uninitiated, has seemed implausible. But recent developments in the industry and the current news flow around the nascent sector, suggest…

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