Our ideas, insights
and inklings

Explore our latest news and views here.

  • 5 minutes

    Our integrated approach

    How our approach integrates ESG factors, and why it’s so important to be long term.

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  • 38 minutes
    1 minute

    Online life is now just ‘Life’

    Changing consumer behaviour has created predictable, investible trends – but not always in the most obvious places.

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  • 9 minutes

    Happy New Year

    Companies must demonstrate the strong characteristics required by our ‘quality of business’ checklist to earn a place in our client portfolios.

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  • 30 minutes
    1 minute

    Responsible investment is not a product (nor is ESG)

    In this webinar, we share how we integrate ESG and Stewardship into our investment approach.

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  • 9 minutes

    Those that innovate the future understand history the best

    To deliver real returns for our clients, we need to anticipate disruption. So we look for companies who are investing in the technology of tomorrow.

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  • 9 minutes

    ‘We can only see a short distance ahead, but we can see plenty there that needs to be done’

    Ransomware attacks have hit banks, hospitals and companies of all sizes. It’s clear that in the modern world, multi-layered cyber security is essential.

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  • 10 minutes

    There is nothing more deceptive than an obvious fact

    The pandemic has accelerated digital transformation everywhere. Companies must provide multiple options to succeed in an omni-channel future.

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  • 4 minutes
    1 minute

    Are we on the cusp of a healthcare revolution?

    Social inequality is a significant contributor to ill health. The pandemic has only highlighted this further.

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  • 18 minutes

    All the knowledge is in the connections

    Attention is turning to the year ahead as we all wonder: what comes next?

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