In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
Finding companies ahead of the growth trend
Natural resource and population tailwinds
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
The stocks to remember – and the ones to forget
Companies with FRC exposure must 'up their game'
Black Friday looks like anything but for beloved companies
Secular long-term shift offers 'rich opportunities'
Which unloved companies are showing signs of a comeback?
What factors are shaking the sector at its foundations?
Assessing the growing popularity of meat-free alternatives
What lessons can be learned from travel company's collapse?
Conscious of the vast risk of value traps
The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.
Region's equities are providing route to emerging market growth
Which tech firms and trends are blazing a trail?
We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.
Which companies are on the list?
'Boring' investors pay off in the long run
Staying on the pulse of young consumers' tastes
How to revive fortunes in the high street
New era, but same success stories
Retail companies could exceed expectations
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.