Recovery

Highlight

Blog

08OCT 2019

What are the lessons of value’s ‘flash rally’ in September?

What was the context for the short burst of stellar outperformance value-oriented investments enjoyed in the middle of last month – and are there any wider lessons investors can take from the episode?

2018

MARCH

20MAR 2018

Blog

Why investment value is now key to buying ‘Brexit Britain’

The prospect of Brexit, among other things, appears to be leading investors away from UK equities but, providing they stick to value businesses, there is no reason why people should not still ‘buy British’

2017

JULY

06JUL 2017

Blog

Why skill takes far longer to show in investment than at Wimbledon

As Wimbledon is again illustrating, the skill and dominance of the very best tennis players are quickly apparent but, in investment, they can take much longer to come to the fore

2016

SEPTEMBER