The Journal

The investment narrative around travel is understandably negative right now, but therein lies the opportunity. Recessions, wars and technological change have not thwarted the industry’s impressive growth in the past 50...

When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer...

Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years ago, when humans began using shaped pieces of wood to move over frozen wetlands. The modern leisure ski industry, however, only emerged after WWII, spurred by improvements in technology (boots...

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns of movement, our consumption habits, and our daily exercise and culinary routines. These adjustments have had a major...

Stimulus Fuels Breakdown Between Markets and Economic Reality

The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from their mid-March lows to be just...

With social distancing measures around the world relaxing, many of us might be considering a return to the gym or fitness classes... or are we? Some say it takes 21 days to form a habit (a study suggested anywhere from 18-254^[1]), so how many of us may decide to make a permanent...