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 …
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.
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 …
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.
Here we consider how technology and the web have hugely changed and speeded up our lives and the efficiency of our businesses. But what do we lose in the rush from cradle to grave? We …
In facing current crises, European leaders have had to battle with mounting and widespread mistrust of political posturing.
The UK leader, David Cameron has been faced, in addition, with open rebellion in his own parliamentary …
One could hardly exaggerate how angry people were in 2009. In Britain, there has never been any shortage of the disaffected. But by summer that year, passions came to the boil and the apparent reasons …
By 2007, regulation, governance, codes of practice and compliance had created a vast array of consultants feeding on new complexities. Micro-regulation had become an inviting target for brick-bats. Presumably, those most constrained by intrusive bureaucracy …
At social events, family doctors and investment managers make ready prey for the chatty but often slightly informed enquirer. Any manager addressing the inevitable question about ‘market prospects’ needs to know what market the enquirer …
Plantagenet and Tudor monarchs often married noble foreign princesses for strategic purposes. Marriage could extend their sovereignty.
Until the 1990s, most company takeovers had been a domestic matter; mega international deals were rarer and generally …
World War I put paid to Romanticism as a creative idiom. But post-war Modernism has in no way diminished the affection of music lovers for Elgar and the classical structure which shaped his invention. Structure …
In March 1990, there was a huge anti-‘poll-tax’ riot in Trafalgar Square. Over 100 protestors were injured. The nation looked aghast at the pictures. A mere 2 months after that, Neil Kinnock’s strikingly radical policy …
