In the world of fund selection, picking funds is a blend of science and art. Every investor prioritises their research differently, but the most common framework involves the 4 P’s: philosophy, process, people, and performance. Unlike the marketing mix of product, price, place, and promotion, this framework helps in assessing
Falling property prices and rising construction costs isn’t a dynamic that can continue indefinitely. The squeeze on developers’ margins makes construction less and less profitable. When prices eventually fall below replacement cost (marginal price < marginal cost), there is clearly no incentive for developers to increase supply. Download PDF
On Saturday an unassuming 20-year-old opened fire at a Trump rally, the picture of Donald Trump with his fist pumped, blood on his face, surrounded by the Secret Service, will become an historic image. Trump literally dodged a bullet – ‘God alone’ saved him – and the looming US election
Roger Federer, one of the most esteemed tennis players of all time, had a career spanning over 20 years, winning 20 Grand Slam titles and earning $1.1 billion, despite winning only 53% of individual points. This analogy underscores that consistent, repeatable decision-making, rather than occasional big wins, is crucial in
As the UK goes to the ballot box on Thursday 4 July for the first time in nearly five years, if the pollsters are correct the result seems almost like a foregone conclusion with a Labour Government set to end a 14-year Conservative (Tory) Party run. Download PDF