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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Roman Holiday

Everyone wants a Roman holiday!  Americans are back in Paris!  Hotels are full, restaurants are booked, luxury stores have long lines outside, and good luck trying to book a scooter. …

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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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