Without wanting to count our chickens too soon, it is natural to reflect on this year’s returns as we edge towards the conclusion of the year. Quite simply, it has been another spectacular year of gains for global equities
10 minsWe are surprised by the strength of markets so far this year and the magnitude of the gains, especially since the multiple interest rate cuts so widely expected at the start of the year have failed to materialise.
8 minsIt is in the nature of portfolios that not all investments are perfectly behaved at all times. Disappointment is inevitable; accidents and mistakes happen.
9 minsGabrielle Boyle and George Viney discuss the importance of patient investing and how the Global Equity Fund’s commitment to holding rare, high-quality businesses for the long term has generated strong risk adjusted returns.
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