25 January 2021
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Charlie Aitken

15 May 2020
Why Microsoft will lead through a U-shaped recovery

Despite speculation of a V-shaped recovery, we maintain our view that the global economy recovery will be U-shaped. Invest in strong global companies with industry dominance, like Microsoft.

17 January 2020
What are the key risks and expected returns for the year ahead?

We’re cautiously optimistic about the outlook for equities in 2020, though we think returns will be lower than the outsized gains of 2019, given the higher valuation levels that markets are starting from.

29 October 2019
The success story of LVMH

Following LVMH's US$14.5 billion bid for jeweller Tiffany, read Charlie Aitken's recent analysis of the luxury giant from the Switzer Report.

25 March 2019
2019: All about The Fed & Beijing

In equities, commodities, bonds and currencies, 2019 has all been about The Fed and Beijing reversing policy. Both have done 180° turns on their 2018 policies.

22 February 2019
"If it ain't Boeing, I'm not going."

The airplane manufacturing sector is a classic duopoly between Boeing and Airbus and has an excellent industry structure

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