Tech: Not Just For Tech Companies

The technology sector is a dominant force in today’s stock market, representing nearly 30 per cent of the…

4 mins

Good Things Come To Those Who Wait

“Good things come to those who wait”, you may recall, was the strap line for a highly successful…

7 mins

Quality Growth in the East

As global Quality Growth investors, we are often asked by clients whether we have been able to generate…

7 mins

The Main Market Influence in 2023

The year under review witnessed important events, some geopolitical and others of a financial nature. For a better…

5 mins

The Big, Short Squeeze

According to the FT, hedge funds have lost $43 billion during the month of November as their short…

4 mins

Cycles and Sectors: The Market Timing Maze

We have spoken and written often about the perils of market timing and the damage that it can…

7 mins

The Path of Least Resistance

October has been a grizzly month for stock and bond markets, the latter in particular. The reasons for…

5 mins

The Debt Lag

As our investors will know well, the Ten Golden Rules are the guiding principles which we use to…

4 mins

‘The Uncertainties Behind AI’

Uncertainty is a constant As a Quality Growth investor, you are often being whiplashed between Growth and Value.…

8 mins

The Return of the Bond Vigilantes

An old saying among US stock market aficionados claims that the trading days following the Labour Day holiday…

4 mins