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 through this economic outlook.
Markets don't like uncertainty - and right now there is plenty of it. Conflict in the Middle East, questions over oil supplies and renewed tariff tensions have all tested investor confidence. How are our clients’ portfolios positioned for this environment, any why?
ESG investing and the energy transition have failed to reduce global carbon emissions over the last decade. What factors have slowed the energy transition? And how should investors prepare for the next ten years?
Doing the right thing in investment markets usually feels unpalatable. Finding value often means swimming against the tide and hunting for ideas where others are not.
