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September 1, 2016
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October 18, 2016
INTRODUCTION From Our Founder In this month’s commentary, we’re taking a break from election talk to consider a number of other events we think are worthy of conversation, not to mention pertinent to our investment strategies. Within the last 30 days, the U...
October 17, 2016
Soft currency Hard-line Brexit rhetoric from the government sent the pound tumbling even further last week. Since the referendum, trade-weighted sterling is down 15%. And that rapid devaluation is starting to flow through into the real economy. Tesco and Unile...
June 30, 2016
GLOBAL ECONOMIC REVIEW AND OUTLOOK (As of June 30, 2016) Hold on tight The European Union (“EU”) referendum result in June has fundamentally changed the outlook for the British economy. The resulting political turbulence has significant ramifications for the ...