Insights

Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.

2020 vision

Bill Emmott, former editor-in-chief of The Economist, considers the global outlook, in a year dominated by the US presidential elections, trade tensions, Brexit and the coronavirus.

10 minute read

A question of balance

Raising debt may seem like a logical response to an environment where interest rates are at record lows. Investment Director Charlie Macquaker assesses the risks within that all-too-common assumption.

6 minute read

Drowning in debt

Corporate debt is at record levels, fuelled by years of low borrowing costs and liquid markets. But there are fears that the market may be heading for a fall.

8 minute read

Standards at the end of the supply chain

Investment Managers Alan Lander and Des Armstrong travelled to Vietnam and Bangladesh to revisit apparel and footwear factories in South-East Asia.

12 minute watch

A focus on fundamentals, not market fads

As we enter the 2020s, it seems pertinent to look back at the first decades of this millennium. Markets may have changed over that time but our investment process has not.

11 minute read

Talking ESG in Texas

Few issues energise environmental campaigners more than fracking. Investment Manager Des Armstrong recently visited Texas to see how one producer is working to improve its operations environmentally.

10 minute read