October 2019
Digging into year-to-date underperformance
27:43
Nick Davis
July 2019
Income as an alternative to expensive growth
12:52
Nick Davis and Daniel Tse
February 2019
Navigating trickier markets with income
12:21
Nick Davis
January 2019
Stock Ideas - Volatility Creating Opportunities
07:04
Nick Davis, Daniel Tse and Raniyah Qureshi
December 2018
Our approach to sustainability and governance
14:49
Nick Davis and Daniel Tse
October 2018
Q3 Investor Update: Macro crosscurrents - slowing growth vs rising rates
10:26
Nick Davis
July 2018
Stock Ideas - Volatility Creating Opportunities
09:11
Nick Davis and Daniel Tse
April 2018
A Look At Sectors
10:49
Nick Davis
January 2018
Q4 Update - The Case For Equity Income Strategies
06:29
Nick Davis
October 2017
Our Approach To Risk
12:25
Nick Davis
July 2017
Disruption, Cost Cutting and Share Buybacks
14:10
Nick Davis
April 2017
Value Opportunities in Europe
15:24
Nick Davis
January 2017
Trump, Bond Yields and Rotation
16:13
Nick Davis
September 2016
A look at profitability and valuation
16:30
Nick Davis
July 2016
Improving outlook for European Telecoms
12:31
Nick Davis
June 2016
Preliminary Thoughts On Brexit
08:03
Nick Davis
April 2016
Quality and value
07:45
Nick Davis