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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...