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Global mega cap investing with Ashburton Investments 30 March 2021 Dr James Cooke

Mega cap companies are generally thought of as those whose total value of all shares in issue is above $100 billion.

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Inflation outlook: As at the end of February 2021 26 March 2021 Dr James Cooke

The great inflation debate is on-going, and the truth is that no-one knows for sure what will happen. If there was one economic variable that the Ashburton Investment team would like to know for long term investment it would be the inflation outlook.

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Vaccines: need, speed and greed 03 March 2021 James Cooke

Efforts to stem the spread have resulted in underlying economic hardships across the world. To prevent the collapse of multiple businesses across sectors, central banks embarked on aggressive monetary expansion last year.

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Outlook 2021: Opinion: Brexit and the impacts of the COVID-19 lockdown on equity investing 23 December 2020 James Cooke

Peering into the mist ahead for the UK in 2021 poses something of a challenge, while so much uncertainty remains from COVID-19 and from the potential sty of unfavourable trade relations with the EU.

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These stocks are very well placed to benefit from post COVID-19 secular trends 20 November 2020 James Cooke

We have identified three major secular trends catalysed by the Coronavirus (COVID-19) - and have invested in the stocks that are expect to most benefit in the Ashburton Global Leaders Equity Fund. The fund invests in a concentrated portfolio of the world’s most prominent mega-cap companies.

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Confidence in fragile times 12 November 2020 James Cooke

Although there is still some way to go to reverse the COVID-19 lockdown induced economic damage, we continue to forecast economic improvement from the currently depressed levels