Albert Szent-Györgyi’s observation about discovery applies perfectly to active investment management in 2026. While growth stocks have dominated…

The week’s events delivered a masterclass in distinguishing between political spectacle and genuine market-moving developments. President Trump’s threats…

On 3 January 2026, the United States launched a military strike on Venezuela and captured President Nicolás Maduro…

On 31st December 2025, one of the most significant transitions in financial history occurred with scant fanfare. After…

The final trading days of December arrive with predictable commentary about the “Santa Rally” and its implications for…

Last week In Part One, we explored the macro forces shaping the 2026 landscape: the scale and uncertainty…

As November draws to a close and portfolio managers finalise their year-end positioning, attention shifts toward 2026. The…

The investment management debate persists: active or passive? Yet framing this as a binary choice misses a more…

For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered…

Warren Buffett’s most famous investment maxim deserves careful consideration in November 2025, particularly as markets digest a year…