Article | 30 November 2016
In this paper we explore why judging a manager on their underlying skill is a better measure than purely focussing on their past investment returns.
Article | 10 November 2016
The win for Donald Trump and the Republican Party has come as a great surprise to the consensus in the US. Many economic, policy and market forecasts were based on a Clinton victory. Read our initial views on the outcome and its implications.
Article | 7 November 2016
This report draws on CFSGAM’s two decades of experience in regulated assets – and reveals a far more nuanced landscape than the headlines suggest.