post-covid

Back in October 2020, in the depths of the COVID-19 pandemic, in a blog titled “why cruise lines could be worth buying again,” we proffered an investment thesis that...

Improved credit quality and attractive yields support the asset class.

Nikko AM's Iain Fulton discusses the importance of earnings and highlights a troubled sector where tomorrow's leaders could come from.

Reopening play Ardent Leisure Group has been a stellar performer over the last quarter and remains an exciting opportunity today. In fact, its share price has risen...

As we approach the end of 2021, views on how we live, work and play in a post-COVID world are becoming clearer. Uncertainty remains but our base case at First...

Google searches for “inflation” are higher now than at any time since such things were first measured around 13 years ago. It’s partly a natural reaction to the...

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...

In our highly-volatile global market currently driven by government stimulus and whipsawing investor sentiment – both rational and irrational – spotting investment...