Stock picks

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...

In the midst of a bear market, investors can't help but ask 'have we reached the bottom?' Will the economy face a W, U, V or even L shaped recovery? And how can...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

New diseases have a particular power to capture the imagination. There’s just a lot about them which is scary. They grow and spread fast. We’re accustomed to thinking...

This time last year we invited five fund managers to pitch their #1 stock picks for 2019 and with just a handful of trading days left in 2019 it’s time to review the...

One of the first questions we get from potential investors is how we whittle down our investable universe. Our preferred approach is to take the long, scenic route:...

We have updated our key picks in the tech sector following last month’s reporting season and ahead of potential catalysts we can see. Our updated key picks are: ...

Westfield shareholders have a big question to answer. In December 2017, Unibail-Rodamco (UL:NA UL:FP), a major European listed property trust, made an offer to...

When Keppel DC REIT (AJBU.SI) listed on 12 December 2014, it appeared different, at least when compared to a typical property trust. The company’s share price has...