Will the lights go out in the UK?
There is increasing concern as to what disruptions in global energy markets mean for both the security of energy supply, and the cost of living.
October 19, 2026
There is increasing concern as to what disruptions in global energy markets mean for both the security of energy supply, and the cost of living.
Matthew discussed one of the fund’s current holdings in Value Investor Insight magazine.
As an active investor I spend a lot of time thinking about if we are living through an “AI Bubble”, and if so, what I
The chart below shows the breakdown of total returns in the last decade for the MSCI World Growth and Value indices. We have shared this
I find that the quietness in markets over the Christmas break gives an opportunity for reflection. For the rest of the year, we are subject
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