Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
Market Monitor – 21 April 2023
Global stock markets have experienced a mixed week as economic concerns and downbeat company trading statements have acted to limit gains.
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
Market Monitor – 14 April 2023
Global stock markets have extended their recent gains, thanks to new evidence that inflation is regressing.
Market Monitor – 31 March 2023
Global stock markets have made a strong recovery from the banking sector jitters that caused steep share-price falls at the end of last week.
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
Favourable tailwinds for European stocks
An improving economic backdrop and good earnings results support the outlook for European equities, especially in comparison with their US counterparts.
Market Monitor – 24 March 2023
Calm has returned to global stock markets in recent days as concerns about the fallout from the failure of two major banks receded.
Market Monitor – 17 March 2023
Global stock markets have endured a highly turbulent week after fears of a new banking crisis emerged.
Identifying key sustainable themes for 2023 and beyond
The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.
