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.
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.
Vaccines: need, speed and greed
03 March 2021
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.
Outlook 2021: Opinion: Brexit and the impacts of the COVID-19 lockdown on equity investing
23 December 2020
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.
These stocks are very well placed to benefit from post COVID-19 secular trends
20 November 2020
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.
Confidence in fragile times
12 November 2020
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