Global equities
The biggest election the world has ever seen
The last three years have raised questions about the health of the UK's parliamentary democracy, but the system that was created in its image in India has surprised everyone with its resilience and longevity. This week, 900m voters will take part in what will be the biggest election the world has ever seen.
Are you paying too much for tech stocks?
Today, technology firms are attracting large premiums based on forecasts of growth in perpetuity. But could the tech leaders of today be the AOLs and the Yahoos of tomorrow?
And who will be the new disruptors?
A time for imagining
A world without Apple or Facebook? Market leaders have changed dramatically over the last ten years. We’ve seen the rise of companies that have either disrupted an existing industry or challenged incumbents. So what will the top ten companies of tomorrow look like?
An excellent time to be a stock-picker
After ten years in which market movements have tended to be relatively uniform we've seen the return of volatility. Although this feels unsettling it's great news if you are in the business of picking winners and avoiding losers.
Welcome to 2019! A year of divided outcomes
There are always reasons to worry but most of the time with a bottom-up mindset one can get on with investing without spending too much time on the macro. 2019 is unlikely to be one of those years but I can't help feeling more positive tactically while still cautious structurally on global equities.
2019 outlook: Global equities
2019 outlook: The return to normal
The winners of tomorrow
'Technology' capex: a virtuous or vicious cycle?
Checks and balances
