Insights

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

Speaking plainly

4 January 2022 | 25 mins

In all our communications, whether it be updating clients on portfolio performance or speaking about our investment approach, we think deeply about what we say and the way in which we we say it. In this Quarterly Letter, we take a look at the letter itself and how it demonstrates this commitment to clear and honest communication.

Running hot - or overheating?

13 December 2021 | 25 mins

With 2022 just around the corner, we find ourselves in somewhat familiar territory; inflationary pressure, debates over monetary policy, and renewed COVID-19 concerns. In this Market Perspective, we delve once again into the inflationary outlook, ESG investing following COP26, as well as crypto and geopolitics.

Dry ice and mothballs

4 November 2021 | 27 mins

As the inflation debate rolls on, comparisons with the 1970s persist. Weighing in on this debate, we also take a look at the Autumn Budget and discussions around UK government debt, as well as possible changes in market leadership, European populist politics, and the costs of pandemic suppression actions.

Mixing art and science

1 October 2021 | 24 mins

Investing can often seem like a numbers game. However, while a quantitative, scientific approach can certainly reveal a lot about a company and its performance, there are also aspects which only a qualitative approach can reveal. In this Quarterly Letter we delve into how we combine these approaches, and how this informs our investment decisions.

China: now it's real estate

22 September 2021 | 5 mins

Having already been grappling with slowing growth and ongoing regulatory issues, China is now facing a crisis in its real estate sector. We take a look at the issues facing this sector, alongside the recent ramping up of Beijing restrictions, to consider the potential impact of such developments.

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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