Being an experienced global investment manager, we not only deliver the latest market and economic updates, but we go beyond the here and now, providing valuable insight to help make better decisions and build a future.
What to know about today’s complex market environment
Memory is the New Oil
The AI buildout is constrained by the demand for DRAM, which could affect profit outcomes. Companies with structural advantages might benefit more.
The Long-Term Case for Compounders
Over the full market cycle, compounders have the potential to deliver durable growth, helping investors avoid drawdowns and improve long-term outcomes.
Putting Tariffs and Turbulence into Historical Perspective
Our chief economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.
How to identify value in today’s market environment
Market Declines: A History of Recoveries
A flyer showing market declines over time and how recoveries have played out over the long term.
Buy Low, Sell Why? (Equities Edition)
A hypothetical portfolio illustrating that, historically, bull markets have beaten bears and driven long-term gains.
Buying the Dip
A flyer that helps to explain and educate about market dips as long-term buying opportunities
Why staying long term could matter in every market environment
Principles of Long-Term Investing Resilience
Guiding investing principles to help stay focused on your long-term goals
Lessons Learned from 100 Years of Investing
Key lessons learned from past 100 years of investing and how to learn from them.
Calm, Cool and Invested
Brochure illustrating the importance of investing in helping work towards achieving financial goals.