Roger Hirst and Sulabh Jhajharia explore India’s investment case after a 30-year relative de-rating, with…
In this quarter’s Portfolio Deep Dive, Paul and Roger discuss Q3 and YTD performance, our…
How strong nominal growth, rising bond yields and slowing economic indicators are shaping the investment…
Indian equities are stabilising as foreign inflows return, offering diversification from AI-driven concentration in emerging…
Healthcare stocks are gaining momentum as earnings, innovation and attractive valuations fuel a potential long-term…
A case study exploring the challenges facing active equity managers, the benefits of thematic investing…
Gold has fallen 25% from its peak, but history suggests the correction may be nearing…
A low real exchange rate boosts UK competitiveness, but trade gains lag. Stronger global engagement…
Weak housebuilding and chronic undersupply continue to weigh on UK growth, highlighting the need for…
Bentley Trust (Malta) names Emily Burgess as CEO of Malta Office
UK productivity has flatlined since 2008 while US output surged, underlining the need for investment,…
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