UK companies with global operations may be spared from Brexit’s impact on the domestic economy.
We see abating macro headwinds, structural reforms, and good prices for extraordinary companies.
Overcoming a home bias may enable investors to capitalize on global opportunities.
Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.
China's experiments in shopping are moving into high gear. The world needs to pay attention.
Global interest in cleaner fuels is helping to increase the demand for liquefied natural gas.
Investor perceptions are still catching up to the reality of China’s global tech leadership.
But there is an abundance of investment opportunity there, nonetheless.
Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.