Underappreciated Ideas: African Superpower
This year, we’ll be running a series of episodes on what we think are underappreciated narratives, ideas which…
Be greedy when others are fearful
It may be difficult to remember, but at the beginning of last year global financial markets were in…
Outlook for 2023: Why we’re starting to get excited
This week, in our last episode of the year, we will explain in more detail what our investment…
Whatever you do in 2023…. Don’t blow up!
This year has been a tough one for investors. Both bonds and equities have seen major price declines,…
Bear market update: The end of the beginning
We’re now close to 12 months into this current bear market cycle, arguably longer if you count the…
Bubbles Bursting (Slowly): Bitcoin, Crypto, Tesla and More
This week we offer an update on our thoughts around market valuations, risks, and most importantly, areas of…
How to Invest for the Long-Term (Part 5): Investing in Health & Wellness
Last week, as part of our ongoing series on long-term investing, we introduced the idea of ‘going up…
Let’s Talk Long-Term (Part 4): Going Up The Value Chain!
When selecting investments exposed to major growth themes in the economy, one of the mistakes investors make, even…
Let’s Talk Long-Term (Part 3): Software Saves Lives
Last week we identified four primary characteristics we think are critical when deciding which trends to invest in…
Let’s Talk Long-Term (Part 2): Investing in Climate Change
Last week we introduced the idea that investors should be thinking about the long-term and investing accordingly. This…