Insights, News and Press
The latest news and insights from our leading investment team.
Letter to Investors
Letter to Investors
Investment Strategy
Investment Strategy
Podcasts
Podcasts
Stock in Focus
Stock in Focus
Press
Press
Fund Update
Fund Update
11 Dec, 2024
What’s caused the recent outperformance in our Global Funds?
Investment Strategy • 5 mins read
18 Nov, 2024
Letter To Investors – October
Letter to Investors • 14 mins read
18 Nov, 2024
How will Trump’s epic win affect the share market?
Investment Strategy • 5 mins read
17 Oct, 2024
Letter To Investors – September
Letter to Investors • 16 mins read
17 Oct, 2024
Should investors be joining the gold rush?
Investment Strategy • 6 mins read
18 Sep, 2024
Letter To Investors – August
Letter to Investors • 14 mins read
18 Sep, 2024
Is your fund manager skilful or just lucky?
Investment Strategy • 8 mins read
23 Aug, 2024
Letter To Investors – July
Letter to Investors • 13 mins read
24 Jul, 2024
Letter To Investors – June
Letter to Investors • 12 mins read
17 Jun, 2024
Letter To Investors – May
Letter to Investors • 14 mins read
17 Jun, 2024
LIC/LIT big discounts – Permanent purgatory or rate cut relief ahead?
Investment Strategy • 7 mins read
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