What we look to do during results season

What we look to do during results season

‘If you know the enemy and know yourself you need not fear the results of a hundred battles’ – Sun Tzu No matter how much I like researching current investments, looking for new ideas, pondering portfolio strategy and making Fund decisions, there comes a point...
Air Liquide: more than just hot air!

Air Liquide: more than just hot air!

One of the least high profile growth sectors in the world is the industrial gases sector, possibly as befits a substance that you may be able to smell but often cannot see. Across technology, healthcare and industry applications there are few sub-sectors that are not...
Maths and the markets

Maths and the markets

‘Do not worry about your difficulties in Mathematics. I can assure you mine are still greater’ – Albert Einstein After last week’s biggest positive performance week for the S&P 500 since January 2013 there is a tentative feeling of ‘back to the norms...
Nil desperandum for stock pickers

Nil desperandum for stock pickers

For what it’s worth, I think that the main, but not the only, thing to fear is fear itself. The outlook for the global economy remains favourable for companies able to take advantage of it. The US market is not the only show in town. Inflation is not about to take off...