Insights

The big ideas and important details behind our approach to preserving your wealth for the long term.

Market volatility

19 May 2022 | 6 mins

Following the biggest one-day fall in US stock markets since mid-2020, Kevin Gardiner examines some of the factors influencing market volatility and considers whether, in an environment of low consumer confidence and inflationary pressures, economic growth can still continue.

The Great Illusion

9 May 2022 | 12 mins

The events in Ukraine have unseated many people's faith in the strength of Western democratic and diplomatic stability. However, in this Market Perspective, we discuss how both the geopolitical, and indeed economic, impact of the crisis may not be as bleak as many assume.

Macro update

14 April 2022 | 7 mins

Almost two months after the initial invasion, the ultimate conclusion of the Russia-Ukraine crisis remains uncertain. While the knock-on effect on energy supplies remains a concern, robust growth and labour markets provide some optimism as we await the realisation of more substantive interest rate rises.

Building from the bottom up

30 March 2022 | 18 mins

We often speak about our bottom-up investment approach. However, in this Quarterly Letter, we (ironically) take a look at this approach from a top-down perspective, outlining our investment objective, as well as the people and processes that work to achieve this.

UK Spring Statement

24 March 2022 | 5 mins

​Rishi Sunak’s Spring Statement has been met with widespread criticism, yet the impact of its contents will still depend largely on the wider economic picture. Therefore, in this Strategy Blog, we wanted to highlight some points that might paint a slightly more optimistic picture of the UK economy and its possible trajectory going forward.

ESG Report 2020

4 May 2021 | 40 mins

In our 2019 report, we suggested that it was the year when sustainability went mainstream. Looking back on 2020, we might say that it was the year that turbocharged environmental, social and governance (ESG) issues, as the pandemic focussed minds.

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