Quarterly Performance Commentary If only every quarter was superb……..Whilst our 1 year returns to the end of the December quarter stood at 37.22% - Global Q...

Disruption Risk – Everywhere! Ignore at your peril Understanding disruption risk is one of the key drivers of avoiding underperforming businesses. This is cr...

The Quarter in Review Global equity markets had a positive quarter with the US leading, followed by non-US developed and emerging markets. The S&P 500 Index ...

The Quarter in Review Global equity markets delivered the best first quarter since 1987, led by the US. Some initial signs of decelerating global economic da...

The Quarter in Review Equity markets experienced a difficult final quarter of 2018. Investors have had to contend with rising US central bank interest rates,...

What can we learn from the last quarter Investing in China’s travellers. A $100+ Billion Grand Theft. Emerging pressures impacting stock prices, and it's ba...

A solid fourth quarter concluded one of their stronger recent years in equity markets. A big driver of returns was the forthcoming corporate tax cuts and the...