Our Views

We generate a number of pieces of regular written work. Some are designed, first and foremost, to be provocative or stimulating. Others are intended to communicate what are our necessarily evolving thoughts.

Regular discussion with our clients, in part given the complex and rapidly changing world in which we operate, is very important to us and we firmly believe that communication is a valuable part of recognising, understanding and ultimately meeting individual needs and expectations. By way of example, we write to those clients that wish us to, when transactions are completed (on their behalf), briefly explaining what action has been taken and, just as importantly, why. We produce regular investment reports which incorporate up-to-date performance statistics and valuations and an investment commentary providing a summary of current thinking.

Our investment publication A View From The Bridge is a more widely circulated newsletter with articles discussing academic issues in the investment management arena and some of what we do. The archived editions of this publication are available on this site.

The Thematic Investment Process that is the backbone to our research work and which forms the bedrock of our strategic thinking leads to the generation of two important documents that we hope prove, once again, to be both provocative and stimulating. These are our illustrative ‘Themeometer’ of Macro Themes, and our illustrative Micro Thematic Matrix. These are not, on their own, designed to be specific investment solutions for any mandate and it is most important that they are not considered or read as such. However, they both show how we are constantly seeking to identify the drivers and enablers of future change. We use both documents to discuss opinions, trends and the germane influences on the future value of market assets.

The most recent Investment Outlook sets out our latest investment thoughts.