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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…

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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…

Quarterly Q&A Q1 2021

Tilt toward gold and value as bond appeal fades and yield‑curve control looms

Market Review Q1 2021

Reflation trade, rising yields and a growth-to-value rotation define Q1 2021 markets

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