The craft of investing

Investing in top-quality companies with a long-term horizon proves a profitable strategy, enabling us to obtain very good returns in 2023.

Charlie T. Munger is the key person to understand the evolution of Buffett's investment style.

As 2023 draws to a close, we see the importance of adhering to a sustained, long-term investment style; and don't get carried away by emotions.

October data confirms inflation is easing in both the US and the European Union: welcome news.

The fund’s portfolio consists of very strong, established companies with high credit ratings.

We remain confident that our selection of quality shares will achieve sufficient asset appreciation to beat inflation.

The book is a wonderful resource for both small savers and experienced managers.

The company published very good quarterly results in mid-September, managing to keep the share price at record levels.

The usual macroeconomic uncertainty and the corresponding response from the central banks continue, dividing economists and investors.

We select companies that are spearheading the transition toward a low-carbon economy.

Among bonds, HY has been the top performer in recent months and in YTD terms, while on the opposite end of the spectrum the sovereign has had the poorest performance. 

Investors dread the summertime because of the unpredictability and volatility linked to the holiday season, during which short-term traders go to the beach, reducing liquidity.