In an evolving, innovative economy it is important to have an adaptive investment strategy. Our CIO, George Cooper, discusses some of the qualities we look for in the companies we invest in and some of the qualities we seek to avoid.
George Cooper reflects on the lessons of the year passed and muses on what may lie ahead. With Donald Trump just days away from the US Presidency, this year the exercise feels more worthwhile than ever before.
In this second part George argues the investment climate is getting tougher with bonds priced to deliver especially disappointing returns. However, equities should still comfortably outperform income growth over coming decades.
In the first part of his latest two-part investment letter George Cooper goes back to the Swinging Sixties to offer a few thoughts on hedonism and the value of money in order to explain why inflation is a poor measure of investment success.
In his second investment letter Equitile's Chief Investment Officer, George Cooper, looks at the deep-rooted causes of Brexit and asks what the implications are for investors navigating a new socio-economic order.
In their inaugural Investment Letter, George Cooper and Andrew McNally show how Equitile's unique investment approach works in practice and explain why they launched the Equitile Resilience Fund.