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Presenting recently on the state of the market and its behaviour, I was asked about some of the most risky elements currently at play. I’ve written previously about...

In the Darwinian world of capitalism, the capacity to design superior organising systems can be a powerful source of competitive advantage. For new phenomena to...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

A look back at the NASDAQNot to be overshadowed by the larger New York Stock Exchange (NYSE), the NASDAQ is the world’s second-largest stock exchange based on...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...

Firstly, I want to wish all readers a very happy and prosperous 2020. The new year has seen equity markets continue their seemingly unstoppable march higher, with...

Last year’s top stock calls from five fund managers who we invited to the Livewire studio brought the house down with a 59% return. The exercise was meant to be a bit...

(Ed note: First published 31st Dec 2019): We all love quality businesses, but quality usually commands a premium and sometimes that premium is just too high. In the...

Each year we run the Livewire Outlook Series where we invite a selection of fund managers to share their prophecies for the new year. But we also enjoy throwing in...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...

There are many ways to create value without showing after-tax profits.This is obvious to anyone with a biotech background (analysis of historic financials is no way to...

Markets continue to obsess over the trade war. For our parts, we remain focused on finding and backing businesses that we think have the potential to...

Amazon has placed the customer at the core of everything it does which has ensured its culture of innovation has not diminished over its 20 year life...

Jeff Bezos is proving the sky’s no longer the limit for Amazon as they seek to launch thousands of toaster sized satellites to provide broadband to the world. Some...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...

Disney’s transformation to a streaming ‘Netflix’ business model is an unprecedented step for the company. Any business transformation is hard, and in Disney’s case its...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...

Bloomberg keeps a regularly updated list of the world's wealthiest billionaires on their website. The current Top 10 can be seen below. What is interesting besides the...