It began just before the quarter started. A novel virus emerged in the historic Chinese regional city of Wuhan. That virus would be named COVID-19. It would deliver the worst global pandemic in modern history. Read more …

As we write this review in early mid-April, the UK, alongside many other countries, remains in lock-down. We find ourselves in a period of unprecedented crisis that has driven profound changes in our lifestyles. But like any crisis, society’s response brings with it the opportunity for positive change. Read more …

A crisis puts everything in a new light. Over the last six weeks we’ve worked hard to review our strategy and all of our stocks. We’re looking at them from fresh angles, and with different eyes. And so with investors everywhere, no doubt. Read more …