Calm reflection

In times of stress, stock markets, like people, often revert to act now, think later. My advice would be to do the opposite. Remain calm and re-evaluate.

As a firm, that’s exactly what we’re doing, as we focus on maintaining our long-term perspective, while assessing how recent events might affect the way in which companies grow over the next decade or so. I go into more detail on the topic in my paper, Calm Reflection During the Amygdala Hijack.


Given everything that’s going on in the world around us, it’s easy to lose sight of the fact that innovation often comes out of times of hardship. Times of crisis. There’s a possibility that what’s happening in our world now might accelerate disruption in many companies and sectors - and pave the way to a more robust and sustainable future.

Tim Garratt


Recent articles


The right to be wrong

When it comes to making mistakes, fund managers should be concerned if they’re not making enough of them. Scott Nisbet explains why.


Trade tensions and digital dominance

James Anderson tackled trade tensions and digital dominance when he was interviewed by Bloomberg’s Ed Hammond.

Governance and sustainability

A force for good

When it comes to ESG and responsible investing, it’s important that our industry views this as an opportunity, not a box-ticking exercise. Gareth Roberts, director, explains why.

Long-term thinking

The risk in the index

The notion that equity indices are somehow risk-free has always been a dangerous fallacy, which as Mark Urquhart explains, has been amplified by the rise of passive investing.