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Team Talk

Team Talk brings you some of the insights, updates and links to content our investment team shares with each other through the day.

Latest

Bolsonaro's pension reform passes first hurdle

Streaming wars: profit or blood?

Trade tariffs – a destabilising force or opportunity?

Modi's emphatic victory

Reforming Brasilia

Japan’s dependence on overseas automobile production

Vodafone or Alphabet – will either be paying a dividend in 2022?

Trade war thoughts: how China is playing the game

Japan's elderly inmates

Latin America's new presidents

Argentina’s Macri: first term verdict

Why we're still backing Apple

US mid-term elections: does the gridlock matter?

George Boyd-Bowman

Bolsonaro leads as Brazil heads to second round

Countdown to Brazil's Presidential Election

What did we learn from Lehman?

Argentina seeks accelerated IMF disbursements

Is Family Planning Over in China?

Large Pharma R&D productivity

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Latest

Latin America: welcoming the reformers

By Thomas Smith

Brazil: valuations remain compelling

By Thomas Smith