Strategy Insight

Our series of Strategy Insight papers deliver analysis of key investment themes

Central Bank of Facebook

In this paper, we examine Facebook's response to cryptomania, via their own new currency. Just what is Libra, how is it different from other currencies and how might it affect you?

Value vs. growth update

In this paper, we look at the composition of our equity exposure and how the 'growth' & 'value' approaches will perform in the current market conditions

Brexit update

In this paper, we set out the different withdrawal scenarios, detail their probabilities and assess how asset classes may react, either favourably or unfavourably. The paper is split into three main sections which include an overview of the current situation, our investment conclusion and further background details which contextualise our conclusion.