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.
