We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
Why is bad news good news once again?
The financial markets have enjoyed a strong recovery over the past weeks, despite disappointing data from the global manufacturing sectors and trade uncertainties. As global economies continue to weaken, are markets ignoring the risks?
Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect finanical markets. You will have a chance to hear some of our latest investment ideas and to question our views.
The briefing will be held at our offices in London. If you’re not able to join us in person, please dial in.