investment

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. Crash of the Century: The End of Chinese...

This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...

Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...

This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends...

In a recent webinar hosted by Grosvenor Capital Management for the Right Issue Offer in the Pengana Private Equity Trust, the team provided insight into why (and how)...

In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...

As investors, we typically focus on growth in financial terms. Another consideration is our positive impact on the wider community, which is shown by the good news...

Recent on-the-ground research in India overwhelmingly highlighted strong support for Modi and the belief that he is the right Prime Minister to take India to the next...

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting...