Japan’s economic revival – the first steps of a long-awaited transformation
Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
A racing certainty – can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.