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Investment comment – July 2017

The stories of Dr Seuss have enchanted generations of children and, it has emerged, guided the work of some of the world’s leading policymakers. However, authorities may resemble less ‘The Cat in the Hat’, capable of clearing up market mess on a whim, and more a magician seeking to conjure rabbits from a hat.

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Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Taming the armadillo

How global equity income can help cash flow negative schemes.

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Evolution of Newton’s investment themes

We review four of our investment themes to shed light on why our themes exist and how they have evolved, and to explore some of the trends they are currently alerting us to.

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