What gives us the confidence – and patience – to hold a company for years, through thick and thin?

Innovations are set to disrupt the two largest sectors we are invested in: healthcare and information technology

Geopolitical tensions have fuelled arguments that globalisation is dead, but the numbers tell a different story.

By 2030, around 70% of global middle class spend will be in emerging markets. How will we provide the food, power and goods to meet their needs?

Every industrial revolution brings along a learning revolution.

How our approach integrates ESG factors, and why it’s so important to be long term.

Companies must demonstrate the strong characteristics required by our ‘quality of business’ checklist to earn a place in our client portfolios.

To deliver real returns for our clients, we need to anticipate disruption. So we look for companies who are investing in the technology of tomorrow.

Ransomware attacks have hit banks, hospitals and companies of all sizes. It’s clear that in the modern world, multi-layered cyber security is essential.

The pandemic has accelerated digital transformation everywhere. Companies must provide multiple options to succeed in an omni-channel future.

Attention is turning to the year ahead as we all wonder: what comes next?

Six months after the World Health Organisation declared a pandemic, it seems many of us are searching for a bit of cheer.