Beyond The Headlines

As uncomfortable as it is, we’re frequently reminded that the stock market is noisy and often volatile, swayed…

6 mins

AI Profit Pools and Shifting Sands

It is impossible to ignore the scale of capital being deployed into artificial intelligence. AI has dominated headlines…

5 mins

Novo Nordisk: Many strings to their bow 

In the world of healthcare, there are few companies that elicit such strong reactions from investors and the…

6 mins

2025: A Space Odyssey 

Among the more outlandish (or should I say extraterrestrial) plans put forward by the Adviser-in-Chief, Elon Musk, is…

6 mins

Permabulls, horizons and perpetuity

In the long run, stock markets rise, despite constituting an agglomeration of largely mediocre businesses. Selecting qualitatively superior…

5 mins

The Quality Growth Marathon

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

6 mins

Snow in the Summer

The words ‘company’ and ‘stock’ are often used interchangeably to mean the same thing. However, a little consideration…

6 mins

Summer Turbulence Once Again

In keeping with a long-standing tradition in financial markets, the month of August has seen rising levels of…

6 mins

Caveat Emptor: The Perils of ETF Investing

Active managers have had a tough year, mainly because their performance has been determined largely by whether or…

8 mins

Do You Hold Nvidia?

Like the mythological titan Atlas holding up the Heavens, NVIDIA currently appears to be bearing the heavy weight…

9 mins