Hard landing, soft landing, or no landing
Equity markets have had a strong first-half of 2023, with strong moves up in many of the major…
Old king coal isn’t dead yet
The energy transition is the biggest structural trend underway in the global economy today. Climate change and the…
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…