Who wins the electric car race… We don’t care!
There is a scene in the American crime drama The Wire where police officer Cedric Daniels (played beautifully by the…
Early cycles turning? (Part 2)
Last week we introduced the concept of investing in cyclical industries and why we think it is important…
Early cycles turning?
Some sectors in the economy go through what are known as cycles. Periods of very high demand are…
Valuations, Valuations, Valuations (Vamos!)
Our team recently had the pleasure of travelling to Latin America to meet with clients and partners we…
Growth vs. Value investing: Have your cake and eat it
In equity investing there are many different strategies available to investors to choose from when allocating. We can…
Talk of American decline is dangerous for your investment returns
Political turmoil and an increasingly divided society. Rising crime levels in major cities, life expectancies declining, higher levels…
Managing a portfolio like Pep Guardiola
Managing an investment portfolio, whether as an individual investor, as a financial advisor or a portfolio manager on…
There’s no such thing as a low energy rich country
Climate change is one of the biggest political and economic issues of our age, quite possibly the most important. The global…
Long-term investment opportunities in copper
The current investment environment continues to be challenging, with trailing one-year returns for many asset classes remaining in…
The final act of the bear market cycle
In the short-term there continues to be a long list of reasons to be concerned about the health…