Our London Office hosted Dr Gavin Law as part of a series of talks on the energy transition and climate change. Dr Law is Head of Gas and Power Consulting at Wood MacKenzie and is …
Trust plays a vital role in sustaining liberal democracy in the west. The authority of long established institutions in America and the UK has come under severe attack by disaffected voters.
The transition towards cleaner, low-carbon economies will influence returns for many years. In our webinar we share our views and what it means for investors.
Most big public companies profess a keen concern to justify “green” credentials. But we urgently require a more coherent means of testing the reality of corporate commitment to the cause. This piece suggests such a …
Our London office hosted Julian Kettle from Wood Mackenzie for a talk on the importance of metals in the energy transition.
Inflation is proving more stubborn than central banks had envisaged, as supply shortages and higher energy costs feed through into retail prices. In this video, Tim Wood and Guido Bicocchi discuss our strategy for navigating …
Professor Allen’s talk is insightful, thought-provoking and highlights some of the complex issues that have to be considered when making investment decisions with climate change in mind.
Following the previous year’s rebound in Tech stocks, Tesla and Bitcoin there is much discussion of ‘investment bubbles’. We discuss why markets might be seen as “bubbly” and how we are positioning portfolios in light …
One year on from COVID-19 the vaccine roll-out begins. As the nation returns to normality, we are cautiously optimistic. Our Investment Team share our views on the future of the economy with a focus on …
When it comes to refreshment of the mind and emotional release, the creative and performing arts play a vital role. Their value is underestimated.
Deprived of audiences and normal sources of income, the arts need …
Pressures from the Virus are reinforcing changes in social priorities. The political class bows in response. Beyond the immediate ghastliness we may find the building blocks of a better future.
Populism now seems to infect political discourse across the Western World. It’s a destructive force. But there is evidence to suggest that traditional values of civility and neighbourliness outlast the appeal of the populist.
Conflicts of interests have ever nourished the ground of human frailty. But the resulting damage has mounted over recent years. Contrasts can be drawn with standards of probity evident in the early 20th century. Improvement …
Continuity matters – to investment clients no less than to the BBC’s Radio Three listeners noted in this piece. That is why, despite service providers’ unceasing efforts to shift tastes towards different and, for them …
During the 1980s, so-called ‘performance’ became a buzz-word for those marketing and analysing financial products and services. By 1988, performance-driven advertising (read exploitation) had persuaded thousands of unit trust investors into purchases at market peaks. …
The Dutch tulip mania of the 17th century adds vivid colour to the history of global stock markets. This article, written by Alan McInroy, explains, rather than anticipates, the market collapse in the autumn of …
Happily (or not), publication of this article preceded by a few days the equity market crash on Monday, October 19th – ‘Black Monday’.
The index of shares on Wall Street had been rising more or …
