Investments

Peering through the smoke

Of the companies we research, the tobacco industry has some of the best structural fundamentals. Tobacco consumption is relatively price-inelastic, which means that price increases can make up for falls in sales volumes.

Investing when the market blows hot and cold

It is amazing how many major events the year has already delivered – and we are only halfway through.

When the tide goes out – we see who isn’t wearing shorts

What is net zero and why does it matter?

Net zero is more than just a buzzword. But what does it actually mean and why is it important?