Fiona Hill: On the political front line
Having dined with Vladimir Putin, been adviser to a former US President and taken the witness stand in the ...
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December
Finding value in times of uncertainty
Par Timothy WarringtonWe consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times ...
Mark Mills: Daring to tread new ground
It is typically measures such as wind, water and renewable energy that are at the core of the political ...
The return of common sense: How stock markets will find their feet in 2023
Par Alexandra MorrisEquities to recover once recession confirmed; interest rate normalisation to sustain value recovery.
Aswath Damodaran: "Dean of Valuation"
Professor Aswath Damodaran has dedicated a large part of his career to explaining how companies are valued in ...
SKAGEN Kon-Tiki: Finding value in EM uncertainty
Par Fredrik BjellandLike most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing ...