History doesn’t repeat but it often rhymes
In this week's Global Matters Weekly, Slawomir Sorocyznski discusses Fed rate cuts impact on asset returns, volatility, and market expectations.
Defining value
In this week's Global Matters Weekly, Mark Wright, CFA discusses different approaches to value investing and identifying underpriced stocks.
To exclude or not to exclude? That is the question.
In this week’s Global Matters Weekly, Jade Coysh discusses how excluding challenged industries impacts short-term performance, but boosts long-term returns.
Is there still value in value?
In this week’s Global Matters Weekly, André Meyer looks at the value in Value.
More bang for your buck
In this week’s Global Matters Weekly, Simon Price discusses the recent changes in global equity markets due to restrictive Federal Reserve policies and the unwinding of the Japanese carry trade.
Delicate China
In this week’s Global Matters Weekly, Gabby Byron shares insights into the delicate state of China's luxury market, and the weaknesses they currently present as a notable driving force behind global luxury sales.
Interest rate cycles and their impact on asset returns
In this week’s Global Matters Weekly, Charles Thomson discusses Interest rate cycles and the influence it has on economies, personal finances, government debt, and investments.
The art of science of investment: Why process matters
In this week’s Global Matters Weekly, Gary Moglione discusses the critical role of a well-defined investment process
Donald Ducked
In this week's Global Matters Weekly Alex Harvey, CFA digests the weekend’s remarkable events in the US with the increased probability of Trump being the next President, and what that means for markets. If anyone can surprise us, it’s ‘The Donald’.
What do replacement costs tell us about the outlook for global listed property?
In this week’s Global Matters Weekly, Richard Stutley, CFA discusses the importance of replacement cost when assessing the opportunity in global listed real estate and concludes that more is needed to construct a bullish case for the asset class today.
Investing like Roger Federer
In this week's Global Matters Weekly, Lorenzo La Posta, CFA argues that Roger Federer is a good benchmark for any investment manager.
Stock picks for Starmer
In this week’s Global Matters Weekly, Matt Connor discusses what sectors and securities we believe may perform well after the General Election on the 4th July, based upon recent polling data.
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In plain sight
In this week’s Global Matters Weekly, Richard Parfect discusses the elevated risks of investing in some overseas geographies may not necessarily be sufficiently compensated by a commensurately higher return versus returns available closer to home
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Macron's political gamble
In this week’s Global Matters Weekly, Grégoire Sharma, CFA discusses whether French president Emmanuel Macron’s decision to hold snap elections may backfire.
The future of fund management
In this week’s Global Matters Weekly, Andrew Hardy, CFA discusses the evolving landscape in the fund management industry, together with the opportunities and challenges this presents for investors.
Reforms with Chinese characteristics
In this week’s Global Matters Weekly, Tom Delic discusses corporate reform in China, and the opportunities it may present.
Bipolar markets
In this week’s Global Matters Weekly, Slawomir Soroczynski presents the key events which have shaped the market structure over the last few decades and discusses the current state of the market in line with Mental Health Awareness Month.
Hidden assets
In this week’s Global Matters Weekly, Mark Wright discusses a hidden asset that can be used to further diversify multi-asset portfolios.
It could be gold's time to shine
In this week's Global Matters Weekly, Jade Coysh discusses the recent performance of gold and how there may still be upside relative to its long-term history
Will buybacks continue to bolster equity markets?
In this week's Global Matters Weekly, Simon Price discusses the role of corporate buybacks in equity demand and how they might be affected by a change in the macro environment
It's the little things that count
In this week's Global Matters Weekly, Stephen Nguyen, CFA discusses potential opportunities in small caps.
Weathering storms and building trust
In this week's Global Matters Weekly, Gabby Byron discusses the challenges UK investment trusts have faced over recent years and the opportunities presented.
Where has the 'greenium' gone?
In this week's Global Matters Weekly, Charles Thomson discusses investment opportunities in green bonds, taking advantage of changes in green-premium.
Has the US labour market turned a corner?
In this week’s Global Matters Weekly, Richard Stutley, CFA considers the state of the US labour market and what it might mean for inflation going forward.
The quiet investor
In this week’s Global Matters Weekly, Gary Moglione discusses the lessons we can learn from Ronald Read, the janitor who built an $8m portfolio by embracing frugality, discipline and patience.
Leaping over leap days
In this week’s Global Matters Weekly, Lorenzo La Posta, CFA discusses how financial markets can change from one leap day to another.
(il) Liquidity of property
In this weeks Global Matters Weekly, Jackson Franks discusses il(liquidity) investors face within the property market.
MOVErs and shakers
In this weeks Global Matters Weekly, Alex Harvey, CFA discusses interest rates, bond volatility and what's priced into US rates markets today.
China is on the move
In this weeks Global Matters Weekly, Matt Connor discusses the rise of Chinese EV manufacturers and their quest to overthrow Western carmakers.
The fragility of trust
In this weeks Global Matters Weekly, Richard Parfect discusses how trust is hard won and easily lost and no organisation, no matter how large or old is immune from this risk. As investors we must acknowledge that companies are managed by people who are flawed and the management structure may not be strong enough to mitigate that.
The Trump spectre looms large
In this weeks Global Matters Weekly, Gregoire Sharma, CFA discusses how a potential second Trump presidency might affect markets and the geopolitical landscape.
Big isn't always beautiful
Following the resurgence of the Magnificent 7 last year, Mark Wright looks back over history to see whether investing in the biggest of the biggest stocks is likely to be a sensible investment strategy that will continue to deliver strong returns.
A quandary from McQuarrie
In this week’s Global Matters Weekly, Tom Delic discusses a study by Edward McQuarrie, which sheds new light on the relationship between equities and bonds.
New Year. New me. New you. New US?
In this week's Global Matters Weekly, Jade Coysh discusses New Year predictions for US equities.
Annual Compendium 2023
As we approach the year's end, we present our Annual Compendium of award-winning blogs from 2023. An accumulation of articles composed by our investment team, blending investment insights with topical nuances.
Annual Compendium 2022
Once again we mark the end of the year by sharing a compendium of 2022’s articles. Across dozens of blogs, which incorporate a mix of investment insight with topical twists, this charts our journey through what has been another most extraordinary year.
