Growth (52)

The Amazonification of investing
Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years...

By Shaunak Mazumder

22 Apr 2021

3 min read

How inflation could rattle markets
Ben Bennett
Investment strategy

How inflation could rattle markets

With equity and credit markets having performed so well in recent months, investors will be...
By Ben Bennett
15 Mar 2021
3 min read
Simply the best…
Gavin Launder
Equities

Simply the best…

Companies with a sustainable competitive advantage in a growing market, which generate free cash...
By Gavin Launder
22 Feb 2021
3 min read
Is it finally the time for value to shine?
Lars Kreckel
Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  
By Lars Kreckel
03 Aug 2020
3 min read
Estimating and monitoring the economic impact of the coronav
Economics

Estimating and monitoring the economic impact of the coronav

High-frequency economic indicators suggest the Chinese economy has yet to recover from the...

By James Carrick

18 Feb 2020

3 min read

Impact of Boeing's 737 Max jet production suspension
James Carrick
Economics

Impact of Boeing's 737 Max jet production suspension

Boeing's decision to stop building the 737 Max jet could slow GDP growth next quarter, but won't...
By James Carrick
19 Dec 2019
2 min read
India in a funk
Erik Lueth
Economics

India in a funk

We maintain our long-term positive bias on India. The stress in the shadow bank sector will...
By Erik Lueth
29 Nov 2019
3 min read
Industrial inflexion imminent?
James Carrick
Economics

Industrial inflexion imminent?

The manufacturing mini-cycle downturn might be about to end, with the current industrial recessio...
By James Carrick
20 Nov 2019
3 min read