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Three mis-priced yield plays?

 John Garrett

With investors continuing their 2019 hunt for yield into 2020, our small caps team have identified three new stocks in real estate that combine both an attractive passing yield and potential for capital appreciation.      

Impact of negative rates on global capital flows

 John Garrett

In investing, strange things can happen. And if you went back a decade ago and surveyed investors, I don’t think you’d find anyone predicting negative interest rates.

100 years of equity returns

'Read history! Read history! Read history!’ Charlie Munger

Unconventional thinking on three conventional businesses

 John Garrett

Being able to override greed and fear in the face of market volatility is mainly psychological – and a large part of successful investing.