Our London office hosted Julian Kettle from Wood Mackenzie for a talk on the importance of metals in the energy transition.
Equity market returns have been narrowly concentrated in recent years. But the unpredictability of market timing highlights the need for a disciplined investment approach and a diversified portfolio of global companies.
Searching for soundly financed businesses with strong competitive positions has been fundamental to our investment approach since 1986 and has contributed to our long-term performance.
Inflationary pressures appear to be easing, and for the first time in decades cash deposits offer an attractive return. So why invest in shares? In this video, we share our thoughts on the economic outlook and the importance of investing in quality companies.
