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Archives: Investment Pages

Introduction to Theme-Based Investing

The Debt Supercyle Debt supercycles are not a new concept, but they have become more…

Healthcare & Biotech

Healthcare - A Structural Growth Story Three key structural trends underpin Healthcare’s long-term outperformance (between…

Sustainable Investing

What is Sustainable Investing? Let's begin by clarifying exactly what sustainable investing is because the…

Gold & Gold Miners

A reminder of what Gold is… “Gold is money, everything else is credit” JP Morgan…

China A Shares

What do we mean by China ‘A’ shares? Chinese companies can list shares in several…

CAT Bonds

What are Cat Bonds? The main features of Cat bonds are: “Catastrophe bonds, also called Cat…