In times of instability, could a different choice benefit both investors and economic realities worldwide?
In these turbulent times of crisis, instability and low growth, when central banks are exhausting their monetary ammunition can…
When an unpredictable, powerful force strikes an already unstable world, it is natural to hold breath thinking about the global economy…
In a time when the urgency of tackling COVID-19 is superseding any other issue, are we forgetting that climate change won’t wait?
The fragility of the global economy and society was clear even before the Covid-19 pandemic.
Is the tide turning against superstar firms who operate across national borders? Investigator asks whether globalisation is in retreat and what this means…
No sector is more central to the global economy than energy. But is the future in fossil fuels or renewables?
Superstar firms are desperate to diversify, explore new markets and new territories. Is this essential to their survival or can it damage overall performance?
Size matters. Profitability matters. To identify superstar companies in emerging markets, however, we believe ‘economic moats’ is an important concept.
Is looking for superstar firms among disruptive tech, consumer innovators and small caps a quest for the obvious?