ROBIN POWELL 09 Jun 2021

Why you should avoid investment themes

Investment themes are all the rage. Pick up any investment magazine or the money section of a Sunday newspaper and you’ll see what I mean. Robotics, artificial intelligence, infrastructure, healthcare and plant-based food are some of today’s “hot” themes. It’s anyone’s guess what subjects fund industry marketers will be writing about in a few years’ time.

Keep Reading
Daniel Rawlinson
19 May 2020

Global and Proud

Home bias refers to the tendency for investors to cluster their holdings in domestic markets.
Keep Reading
Abraham Okusanya
13 May 2020

Hanging on to (Small) Value

“In theory, there is no difference between theory and practice. In practice there is”
Keep Reading
Karthica Underwood
04 May 2020

How much do you like paperwork?

Not a lot? Avoid it if you can? What about your clients…?
Keep Reading
Abraham Okusanya
29 Apr 2020

But what if we’re wrong?

I am on record for expressing absolute confidence in our collective ability as the human race to overcome the gravest challenges we face...
Keep Reading