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Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Taming the armadillo

How global equity income can help cash flow negative schemes.

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Investment comment – April 2017

If the cosy Danish phenomenon of ‘hygge’ was all the rage in 2016, ‘lagom’ may be its hopeful successor in 2017. Meaning ‘just the right amount’ in Swedish, ‘lagom’ has broad reach. In the first quarter, however, moderation appeared largely absent from politics and financial markets. While the former was erratic, investors appeared in no mood to temper their expectations for the latter.

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