Strong earnings, weak markets

19 May 2022

Elaine ZhangFeatured

Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More

Growth vs Value: which companies win in a post-COVID world?

20 May 2021

Elaine ZhangFeatured, Press

The Growth/Value dichotomy have been in train for most of the year to date, with investors of both persuasions wondering whether the price of growth companies has largely been captured with value companies yet to fully reflect the ‘re-opening trade’ as vaccinations increase, borders reopen selectively and airline bookings pick up.