Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
As investors face the prospect of the near-40 year bull market in bonds coming to an end, many are questioning the role of bonds in their portfolios. The knee-jerk response of many will be to cut duration. This could prove a mistake.
The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.
The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.
Our experts believe that dialogue with individual companies about their plans will be more effective than divesting from the industry completely