14 December 2021 • By Steve Lipper • 1 min read
Our distinct experience and perspective as global small cap specialists have provided a very specific lens through which we view the current market. ...
READ MOREIn the lead up to the Climate Change Conference in Glasgow, we were inundated with projections, pledges and pathways about our greenhouse gas future. ...
READ MOREThe last 12 months have seen unprecedented growth in the housing market. In fact, we have seen the strongest growth in housing market values since the...
READ MOREClimate change is the defining issue of our generation, and the evidence is clear that the appetite for sustainable investments is only going to incre...
READ MOREThe active versus passive debate is a perennial but misplaced one. Striking the ideal balance between the two distinct investments can greatly influen...
READ MOREBy comparing the returns of developed markets to emerging markets (EMs) using the building blocks of earnings per share (EPS) growth, income, valuatio...
READ MOREWith 2021 characterised by strong commodity prices, we are often asked our view in terms of the sustainability of this trend. At the risk of embarrass...
READ MOREGlobal equity markets have continued to break new ground this year, but could the bull market that started in 2009 be coming to an end? Equity valuati...
READ MOREFor all the wrangling over targets and commitments at COP26 in Glasgow this month, one thing is clear: the transition to a net-zero economy will requi...
READ MOREThe growth outlook for renewable energy is incredible and was even before COP26 and the hope that, after so much wasted time, more ambitious global ef...
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