Insights

  • Letter from Japan
  • 17th October 2017
  • George Palmer has recently travelled to Japan to meet companies that we own and many that we don't.
  • Chart-catching
  • 23rd September 2016
  • Over the coming months our Insights page will bring you a series of charts that have caught our eye.
  • Disrupting the Disruptors
  • 22nd June 2016
  • With breakthrough apps and start-ups changing the way we carry out every day activities like hailing a cab, we assess the merits of some of these so called "disruptors"
  • Great Expectations
  • 17th May 2016
  • Are Investors Complacent On The Prospect For US Rate Hikes In 2016?