OOther News Who wins the electric car race… We don’t care! 5 June, 202353 views There is a scene in the American crime drama The Wire where police officer Cedric Daniels (played beautifully by the… Read More
Read More 4 minute read OOther News Early cycles turning? (Part 2)30 May, 2023131 viewsNo comments Last week we introduced the concept of investing in cyclical industries and why we think it is important…
Read More 4 minute read OOther News Early cycles turning?22 May, 2023176 viewsNo comments Some sectors in the economy go through what are known as cycles. Periods of very high demand are…
Read More 4 minute read OOther News Valuations, Valuations, Valuations (Vamos!)15 May, 2023282 viewsNo comments Our team recently had the pleasure of travelling to Latin America to meet with clients and partners we…
Read More 3 minute read OOther News Growth vs. Value investing: Have your cake and eat it10 May, 2023213 viewsNo comments In equity investing there are many different strategies available to investors to choose from when allocating. We can…
Read More 7 minute read OOther News Talk of American decline is dangerous for your investment returns2 May, 2023339 viewsNo comments Political turmoil and an increasingly divided society. Rising crime levels in major cities, life expectancies declining, higher levels…
Read More 4 minute read OOther News Managing a portfolio like Pep Guardiola24 April, 2023363 viewsNo comments Managing an investment portfolio, whether as an individual investor, as a financial advisor or a portfolio manager on…
Read More 4 minute read OOther News There’s no such thing as a low energy rich country17 April, 2023315 viewsNo comments Climate change is one of the biggest political and economic issues of our age, quite possibly the most important. The global…
Read More 4 minute read OOther News Long-term investment opportunities in copper11 April, 2023257 viewsNo comments The current investment environment continues to be challenging, with trailing one-year returns for many asset classes remaining in…
Read More 3 minute read OOther News The final act of the bear market cycle3 April, 2023227 viewsNo comments In the short-term there continues to be a long list of reasons to be concerned about the health…
Read More 4 minute read OOther News Think more like a gardener27 March, 2023449 viewsNo comments Investors are right to be growing weary of the investment climate today. After the worst global pandemic in…