At McInroy & Wood, our focus is on long-term investing based on the analysis of companies operating in different industries and countries around the world. 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. But of equal significance is deciding which investments to avoid.
In this video, Isla de Haldevang and Guido Bicocchi discuss the importance of choosing what not to invest in.
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.
The fluid and often conflicting narratives around artificial intelligence (AI) are challenging for all of us. But what’s hard fact, and what’s speculative fiction? And how should we think about AI as we look to the future?
AI is constantly in the news but is it getting more attention that it deserves? And if so, how should we invest our clients’ money?
