Simon Webber

Lead Portfolio Manager

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Economics

08JUL 2019

Burning ambition: The price of tackling climate change

Europe wants to become a zero-emissions economy by 2050. To remain competitive, new green border taxes may be inevitable.

2019

APRIL

26APR 2019

Economics

Have investors missed the real revolution in electric vehicles?

Investors are focused on an anticipated boom in electric cars. The true acceleration in demand is happening elsewhere.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

FEBRUARY

16FEB 2018

Economics

Disruption is everywhere, but so are the investment opportunities

Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.

2017

DECEMBER

04DEC 2017

Economics

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.

2016

DECEMBER

06DEC 2016

Economics

Outlook 2017: Global equities

In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.