Our investment philosophy

Our global, thematic investment approach in a nutshell.

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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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inPerspective – March 2017

In our latest newsletter, Brendan Mulhern assesses the potential implications of a Trump presidency, some of our global research analysts share their views on the future of their sectors and Nick Clay makes the case for global equity income investing.

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