Burford Capital: Historical Returns Analysis
Burford’s business model is one of capital deployment. The company reinvests proceeds from previous investments and raises private funds to act as...
Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
The UK Economy - After Brexit
The vote to leave the European Union will have both shorter and longer term impacts on the UK economy. There will be a shorter term impact on...
Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
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