Active equities

Value: finding fault
Equities

Value: finding fault

Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn i...

By David Jackson

09 Nov 2020

4 min read

Cyclical or not, market leadership matters most
Matthew Courtnell
Equities

Cyclical or not, market leadership matters most

Investors can debate the merits of equity styles and factors, but ultimately we believe market...
By Matthew Courtnell
16 Jun 2020
3 min read
the sustainability of growth
Matthew Courtnell
Equities

the sustainability of growth

With few things certain in life, we enter the new decade with a year of significant transition fo...
By Matthew Courtnell
22 Jan 2020
2 min read
Cyclical economy
Matthew Courtnell
Equities

Cyclical economy

Whether it’s textiles, food or plastic packaging, both corporates and consumers need to commit to...
By Matthew Courtnell
05 Nov 2019
3 min read
Lessons from wine
Equities

Lessons from wine

The persistently gloomy narrative on the UK equity market seems unjust, given the underlying grow...

By Matthew Courtnell

11 Apr 2019

3 min read

The partnership ecosystem
Matthew Courtnell
Equities

The partnership ecosystem

“Software is eating the world” is the rather apt slogan adopted by venture capital firm...
By Matthew Courtnell
24 Aug 2018
3 min read
The cyber act, the threat is real
Matthew Courtnell
ESG and long-term themes

The cyber act, the threat is real

Growing risks from hacking, virus deployment and piracy require increasingly sophisticated...
By Matthew Courtnell
29 May 2018
3 min read
Delivering the goods
Matthew Courtnell
Equities

Delivering the goods

I have a confession to make: I’ve never been the biggest fan of the British takeaway. I realise,...
By Matthew Courtnell
16 Mar 2018
3 min read