There are decades when nothing happens, and then there are weeks when decades happen. For many readers, this rather neatly encapsulates recent market antics. With tariff policies still stuck in a revolving door and markets convulsing like a toddler denied ice cream,...
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
We have been attracted to Japanese equities for some time due to their robust balance sheets and notable improvements in governance. More recently, Japanese companies have weathered the economic headwinds to outperform global peers significantly. This is despite the...
