Why the right CEO matters more than ever December 11, 2019 Backing companies led by quality managers has always been important in the eyes of professional investors. But big investors argue that in [...] Read more
Natural resources are finite, and so is global economic growth November 1, 2019 This piece was published in Money Management's Guide to Global Equities. Read more
Low growth world no friend of value investing August 30, 2019 The pain being felt by value investors may only intensify if global growth "turns Japanese" according to Hyperion Asset Management. If you [...] Read more
Building long-term wealth in a low-growth world August 9, 2019 Making money made simple There is a simple secret to building long-term wealth - earn consistent, attractive returns on capital, re-invest these [...] Read more
Low growth world no Global funds – the 2019 winners and losers July 23, 2019 Gold is negatively correlated to most assets classes but in the bull market in equities in 2019 a gold fund run out [...] Read more
Hyperion aims for $14bn Global Growth Companies fund June 13, 2019 Hyperion’s Mark Arnold and Jason Orthman. Picture: Hollie Adams One of the nation’s top-performing fund managers, Hyperion Asset Management, says it is [...] Read more
