Every year in December as we approach the end of the year, it is important that we hold ourselves to account on our published views and reflect on the year that has been. (In January 2018’s Investor Insight we will again publish our views and outlook for the year ahead). We would like to thank […]

Investors continue to be in a situation where the opportunity cost of exiting well performed investments remains high. The reason for this is that we are not in a cycle like other cycles (we refrain from saying not normal). It has been a tepid yet a long cycle which will continue for some time as […]