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    Focused investment thinking

  • Whether on the ground, first hand research or talking to expends in their field, our Investment managers take pride in their insightful approach to research, enabling us to take bold and decisive action when managing your Investment. Our publications provide you with regular insight into some of that thinking.
  • Focus on...

    ...It's a deep dark divide

    John Joyce
    Jul 14, 2017
    The world is a global village, so they say, but if that was the case shouldn’t we see comparable prices across similar products? A study by Deutsche Bank in May 2017 showed that prices vary dramatically across geographies. And while some have tried to solve for that (companies like Amazon already allow consumers to compare prices with the click of a mouse, factoring in exchange rates), price differentials are still extreme.
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