The Trouble with Investing in Bank Stocks

We invest on the basis of fundamental research in companies that offer quality and value over the long-term.  Our four criteria for quality are a strong and sustainable competitive position,…

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The future of digital advertising

The future of digital advertising has been an important topic for investors over the last two years. Five of the top ten largest companies in the world, Apple, Microsoft, Amazon,…

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Perspectives and Outlook on Key Sectors for 2023

Consumer companies: Near-term challenges but tailwinds from pricing power, resilient demand and reopening Against the background of soaring inflation and unprecedented interest rate hikes, high energy costs, supply chain challenges,…

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Proof that market downturns are temporary

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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