Adviser publications



Fortune favours the active

In this report, we explore how active managers can reclaim the high ground and why active investing may be better suited to the challenges of the years ahead, just as passive has worked well over the past decade. Recent years have been challenging for active investing. We do not defend active managers for their past performance. However, the events of 2016 have changed the investment landscape for the next decade or more.

Read the report here.






The investment impact of disruptive technologies

Technological developments are fast changing how we live. It is imperative that we anticipate how investments may be affected, positively or negatively.

In the next few years, some companies will go out of business as their technology becomes obsolete. Others will survive by adopting and adapting new technologies. But even for those companies at the forefront of technological change, investment success is not guaranteed.

It will be necessary to avoid the hype and invest in the companies that can make money from the new technology.

Read the report here.
Alternatively, visit our disruptive technology hub.