Search results for 'discipline'

Search results 1-10 of 10
Not a great week for bald white men
It can be easy to get sucked in by market momentum and maintaining discipline is always paramount in the pursuit of success.
Read more
Special situations: An unusually broad opportunity set
Adam Phillips discusses our special situations approach and explains why the mid-market offers a highly compelling opportunity set.
Read more
Polina’s Perspective: Emerging markets – a high coupon affair or true love?
Read more
Scraping the bottom of the barrel
We are less than certain that seasonal cheer alone will be able to sustain much more of a run-up in asset prices over the next couple of weeks.
Read more
EM Debt: a bright spot in stormy skies
Polina discusses the opportunities and risks in EM debt, how geopolitics could impact the asset class this year, and what’s top of mind for investors.
Read more
Global equities: where we are now
Regardless of what’s going on in the world, we stay focused on great companies at attractive valuations.
Read more
Muddy Waters
With plenty of data uncertainty for the time being, we don’t see merit in taking a strong directional view in markets.
Read more
Could the British Tory party place 4th in the coming election?
As we gear up for a probable Trump vs Biden part 2, it’s understandable that enthusiasm for the democratic ideal has waned in some parts of the world.
Read more
Polina’s Perspective: Argentina - living on the edge
Argentina’s spending has resulted in a deteriorating credit quality. Can the new government commit to ending the vicious circle of living on the edge.
Read more
Central bankers feed the greed
With Powell sounding like he wants to be the market's friend, investor psychology continues to move ever more assertively into ‘greed’ territory.
Read more