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India - The Investment Case

Roger Hirst and Sulabh Jhajharia explore India’s investment case after a 30-year relative de-rating, with…

Latest Articles

2026 Q3 Portfolio Deep Dive

In this quarter’s Portfolio Deep Dive, Paul and Roger discuss Q3 and YTD performance, our…

Good Growth?

How strong nominal growth, rising bond yields and slowing economic indicators are shaping the investment…

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026

Is US Exceptionalism Waning?

US exceptionalism has driven rich valuations, but stretched premiums make diversification vital

A Spring Stagflation?

UK Stagflation Risks Rise as Growth Stalls and Inflation Picks Up

Dollar Down, All Else Up

Weaker Dollar Could Spark Emerging Market Equity Rally

Goldilocks Good. Boom Bad?

Rising Growth Risks Higher Yields but Policy Likely to Cap Bond Spike

Animal Spirits Are Back

US manufacturing rebound signals stronger growth ahead

“Escalate to de-escalate” is a risky policy

Trump’s unpredictable tariff moves risk higher inflation, weaker growth and volatile markets even as he…

Digesting Debt

Rising US debt costs limit fiscal flexibility and raise market risks

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