What does the soft-landing look like?

What does the soft-landing look like?

As some head off for summer breaks, investor sentiment and portfolio positioning are at record bearish levels with many investors nursing historic losses across both bonds and stocks. Recent fiscal and monetary support is being unwound the world over at a rapid pace...
Reckitt – In Brief

Reckitt – In Brief

Last week Reckitt reported an increase in their prices of 5.3% in the first quarter, in line with the likes of Procter & Gamble and Nestle. And volumes were also up if you exclude pandemic distorted surge and declines in Lysol. The company raised its outlook for...
Amazon – In Brief

Amazon – In Brief

Amazon disappointed with their earnings this quarter and was punished in the market weakness of the days that have followed by a c.25% price fall, taking it back to valuations of a year ago. We see a mixed bag of news in the delivery and overall remain positive on the...
In brief: Sustainability

In brief: Sustainability

In this edition of our ‘In Brief’ series we explore the theme of ‘Sustainability’. Sustainability has become an integral part of the investment landscape in recent years, and with it a variety of different approaches and subjective standards. We have always sought out...
In brief: Zero Carbon

In brief: Zero Carbon

Action against climate change has accelerated in recent years impacting many industries and the way we live our lives. The technologies emerging to meet the climate challenge are forcing a convergence in power generation, distribution, industrial processes and...

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