A slightly autobiographical and heavily biased book about investing.
The Playbook introduces you to the industry-standard tools used by professionals globally to value companies and their shares.
Microsoft’s head of AI, Mustafa Suleyman, recently warned of the growing risk of “AI psychosis”. Equity markets today show similar symptoms. While some suggest diversifying across asset classes, Portfolio Manager Sam Ziff highlights the importance of diversifying within equities, highlighting opportunities available.
Interest rate sensitivity is a powerful but often overlooked driver of bank performance. In this article, Portfolio Manager Richard Garstang, explores how asset vs. liability sensitivity—and tools like structural hedges—shape the earnings resilience of banks like Lloyds and Ally Financial.
“Nothing will come of nothing,” King Lear tells Cordelia…
Charlotte Dicker, Head of Client Relations and Responsible Investment, offers an insight into responsible investment and your morning brew.
A terrific summary from Richard Oldfield (of ‘Oldfield’ Partners) on the recent London Value Investment Conference, covering what was (and wasn’t..) said.
Portfolio manager Sam Ziff on how we’re approaching one of the most significant shocks to global equity markets in recent years.
After years of stasis, Europe could be on the cusp of real change. Portfolio Manager Christoph Ohm thinks it deserves a second look.
Richard Oldfield introduces the key themes to our OP Insights this quarter, including the US stock market effortlessly climbing a yellow brick road, with the reminder that changes in fortune can be sharp and the importance of a well-positioned portfolio.
Energy transitions have been an important feature of human history, and today the world is undertaking another major energy transition: the shift from carbon intense fossil fuels to renewable and low-carbon energy sources.
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