Update from the CIO

Welcome to the first edition of our CIO blog. A regular update of what's happening in the portfolio.

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July 29th, 2019
 

Livewire: Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

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July 22nd, 2019
 

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

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July 18th, 2019
 

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

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July 15th, 2019
 

Manager in focus: Munro Partners

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

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July 4th, 2019