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  • Decreasing inflation - what does it mean?

    decreasing rate should not be misconstrued as deflation. At the moment, despite inflation’s decline to 4%, prices are still rising. Furthermore, not only are they still rising, they’re rising at a h...
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  • Approaching ESG

    ESG considerations are increasingly seen as a hygiene factor in many investment managers’ decision-making processes. At Amati Global Investors, ESG matters have long been considered in the research p...
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  • Improving the balance

    European equities haven't been massively in favour over recent years, but under the surface there are some exceptional businesses if you look hard enough. Sharing his approach to finding quality compa...
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  • A Spotlight On: UK Equities

    "Whoever is in power post the election, I think, will pursue a very vanilla marcoeconomic policy frame. Partially because public finances are in a mess, but it's also a lesson to be lear...
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  • A better direction of travel

    While company engagement is typically thought of as the reserve of equity funds, there is an important role to play for fixed income managers in tackling the sustainability challenges facing the plane...
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  • Did the Chancellor blow his lines?

    We have just seen what is, most likely, the last Conservative Spring Budget for a while and have been left wondering whether the Chancellor really did miss an opportunity to provide a major boost to t...
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TALKING WITH

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