Axiom International Fund
Why has corporate earnings growth become so concentrated?
Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group...
Dominating the Weight-Loss Market: Eli Lilly and Novo Nordisk
US-based Eli Lilly and Denmark’s Novo Nordisk dominate the fast-growing global market for weight-loss drugs. The World Health Organisation estimates...
Debt – investment implications of higher borrowing levels
Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support...
How can global investors benefit from demographic change?
Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age....
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...
Deglobalisation – What does it mean for international share markets?
Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...