Insights

Quality investing: down but not out

Quality investing: down but not out As published by FT Adviser on 8th May 2026. Markets have rewarded excitement over consistency for the past two…
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When the story becomes the strategy

When the story becomes the strategy As published by Portfolio Adviser on 6th May 2026. When a narrative becomes powerful enough, it can start to…
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Why the AI disruption narrative is a blunt instrument

Why the AI disruption narrative is a blunt instrument As published by Funds Europe on 14th April 2026. The AI disruption narrative is powerful. But…
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The Big Interview with CIO, Alex Philipps

Quality investing: under pressure, or misunderstood? For Professional Investors Only Longview Partners’ Chief Investment Officer Alexander Philipps explains why narrative-driven equity markets are challenging traditional…
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