After the COVID pandemic, our lives and the businesses we invest in will be different. Lachlan MacGregor considers what has changed permanently, what is temporary and what has stayed the same.
Lachlan MacGregor discusses a new top 10 investment, Activision Blizzard.
This month Alphinity discusses the recent market events and the opportunities it has provided for a process based on earnings leadership.
Lachlan MacGregor writes about Disney and its recently launched streaming service Disney+
Nikki Thomas shares her insights on Safran, a world leader in production and maintenance of aeronautical engines and equipment.
Jonas Palmqvist explains what risk means to a portfolio and how to futureproof a portfolio.
Nikki Thomas explains how Target has transformed its strategy to evolve with consumers’ changing need for speed.
Jonas Palmqvist discusses two of his top stock picks with Morningstar.