Insights
COP27 – more of a floor than a ceiling
So Rishi Sunak did eventually bow to pressure and join other world leaders at the second most attended climate negotiations of...
Can we save the planet and still keep the wheels turning?
Tim Richardson CFA, Investment Specialist Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain,...
Different Approaches to Responsible Investing
An interview with Matt Mimms from the Investment Store and Executive Director Adam Myers.
To the Bone: On the Front Lines of the Food Industry’s Automation Frontier
In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine. Key...
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...
- Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
Having an ‘A-ha’ moment on battery electric vehicles
Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...
Is Co-Investing Still the Right Approach During a Market Dislocation?
View PDF Version KEY TAKEAWAYS Buyout deal volume and invested dollars drastically slowed in Q2 2022, but recently we...