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Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Paris Discord

We look at President Trump’s decision to pull the U.S. out of the 2015 global climate agreement.

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Investment outlook – April 2017

If the cozy Danish phenomenon of ‘hygge’ was all the rage in 2016, ‘lagom’ may be its hopeful successor in 2017. Meaning ‘just the right amount’ in Swedish, ‘lagom’ has broad reach. In the first quarter, however, moderation appeared largely absent from politics and financial markets. While the former was erratic, investors appeared in no mood to temper their expectations for the latter.

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