News & Insights

Letter to Investors – April
May 14, 2021

In our April 2021 Letter to Investors we review how equities moved sharply higher during the month, along with commodity prices, and ask will inflation be next?

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

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The 3 big winners from the Year of Revenge Spending
May 14, 2021

In our Investment Strategy Note we take a look at the ‘revenge spending’ that is set to be unleashed this year as economies reopen and excess savings are put to work, including what areas are likely to be the winners.

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Letter to Investors – March
April 12, 2021

In our March 2021 Letter to Investors we take a look at how equity markets are currently digesting higher bond yields and how corporate earnings will now likely be relied upon to drive the next leg of market growth.

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Why equities are still king
April 12, 2021

In our Investment Strategy Note we review the mammoth outperformance of stocks over the long run versus bonds and cash, including why we expect this to continue in the future despite calls by some of excess equity market valuations.

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