A roundup of industry news and opinions

Will the world economy avoid an inflationary bust? - Schroders

Economics

Today’s high inflation is being compared to the 1970s. However, robust consumer spending, fuelled by pandemic savings, makes for a different set of circumstances.

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Neither heroes nor villains. - Baillie Gifford

Economics

Long-term investing isn’t easy, and often involves holding your nerve through short-term setbacks. James Budden talks about why it’s important to stay committed to finding and supporting exceptional growth companies.

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What ails Asian equities and where to from here? - Schroders

Economics

Despite a shaky start to 2022 for many Asian stock markets, the region continues to offer a diverse selection of attractive companies at reasonable valuations.

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Energy transition: The decarbonised dream within reach. - Baillie Gifford

Economics

New technologies, plummeting costs and our own changing behaviours all promise progress – just don’t expect it to come in a straight line argues Calum Holt.

Read More

Understanding the impact of the Ukraine crisis on your investments - Allan Gray

Economics

Like everyone else, we have been watching with dismay as the war in Ukraine unfolds. While in this piece we address some of the economic and investment questions we have been receiving, our hearts are with those who are in harm’s way and who face much more than a financial loss.

Read More

How to make sense of the current inflationary environment - Allan Gray

Financial Planning

To anyone paying even moderate attention to economic affairs, it has been impossible to miss that the path and severity of inflation has become an intense source of global contention.

Read More

Will the world economy avoid an inflationary bust? - Schroders

Economics

Today’s high inflation is being compared to the 1970s. However, robust consumer spending, fuelled by pandemic savings, makes for a different set of circumstances.

Read More

Neither heroes nor villains. - Baillie Gifford

Economics

Long-term investing isn’t easy, and often involves holding your nerve through short-term setbacks. James Budden talks about why it’s important to stay committed to finding and supporting exceptional growth companies.

Read More

What ails Asian equities and where to from here? - Schroders

Economics

Despite a shaky start to 2022 for many Asian stock markets, the region continues to offer a diverse selection of attractive companies at reasonable valuations.

Read More

Energy transition: The decarbonised dream within reach. - Baillie Gifford

Economics

New technologies, plummeting costs and our own changing behaviours all promise progress – just don’t expect it to come in a straight line argues Calum Holt.

Read More

Understanding the impact of the Ukraine crisis on your investments - Allan Gray

Economics

Like everyone else, we have been watching with dismay as the war in Ukraine unfolds. While in this piece we address some of the economic and investment questions we have been receiving, our hearts are with those who are in harm’s way and who face much more than a financial loss.

Read More

How to make sense of the current inflationary environment - Allan Gray

Financial Planning

To anyone paying even moderate attention to economic affairs, it has been impossible to miss that the path and severity of inflation has become an intense source of global contention.

Read More
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