The Year 2025
Disciplined investors were rewarded in 2025. Trump's tariffs announcement sent markets down close to 20% by the start of April. Investors who stayed committed then benefitted, as tariffs… Read more
Recently, market commentators have been shouting from the rooftops about the relatively high valuations of the ‘Magnificent 7’ big tech stocks. While some concern may be warranted, in this edition… Read more
“Price is what you pay. Value is what you get.” - Warren Buffet
The “Oracle of Omaha”, Warren Buffet recently announced his plan to step down as CEO of the investment behemoth Berkshire Hathaway.… Read more
In this edition of Basis Points, we discuss key differences between the current boom in Artificial Intelligence stocks and the Dot Com Bubble of the early 2000s.
Valuations
The recent run… Read more
Emerging Markets – Do We Need to Invest in Them?
Emerging markets (“EM”) investments have significantly contributed to investor portfolio returns over the years.
They have constantly been talked about as the… Read more
“A wave of new scientific discoveries reveals that learning to lean into uncertainty in times of rapid change is a promising antidote to mental distress.” – Maggie Jackson, New York… Read more
Investment Themes 2025: Digitalisation & AI
Having previously spoken of the deeper components of the artificial intelligence value chain, we now draw to your attention the potential benefits of investing in… Read more
Investment Themes 2025: Smart Infrastructure
Generative AI adoption continues to flow through industries and remains one of our central focuses. Having previously spoken of Semiconductors and Equipment, we now shift further… Read more
Investment Themes 2025: Semiconductors & Networking
Technology investments are being dominated by the buildout of computationally hungry artificial intelligence (AI) infrastructure. Some companies in the sector have become household names, however,… Read more
Investment Themes 2025: Energy Transition & Climate Action
The global response to climate change presents an opportunity.
The energy transition has created a vast, evolving world of investment opportunities across all industry… Read more
Investment Themes 2025: Healthcare Innovation
We continue to favour the Healthcare Innovation investment theme in 2025.
As US president Donald Trump continues to unveil a slew of new policies, long-term structural themes… Read more