global financial crisis

Upcoming 'surprise' rebound

Greater than GFC or March 2020

Traditional strategies not sufficient

Whether quantitative easing is an effective tool or if balance sheets of the central banks will shrink visibly in near future, one thing is very clear - the monetary, financial and geopolitical landscape has changed considerably, influencing many asset...

‘Extreme environmental ideology’

Definition is hard to pin down

'Intense competition' in food sector

Keep an eye on the long term

Focus on well-managed companies with strong balance sheets

Joined Cheviot Asset Management in 2007