The Journal 10
The 10th edition of our Journal was finished at the beginning of March, before the working lives of so many of us changed so dramatically. However, the themes explored in this edition remain relevant.
120 minute readInsights
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 readA 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 readDrowning 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 readStandards 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 watchA 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