Kames
Make America Green Again
The IMF, and others, have been critical of President Trump’s announcements regarding US import tariffs. Many have warned of the risks of a US-China...
Long-Serving Management: Experienced or Entrenched?
In 2010, when new home construction in the US was bottoming at 500 thousand (a 75% fall from the two million peak prior to...
Human Life: A Cost-Benefit Analysis
Healthcare is expensive and stubbornly inflationary, particularly in the US. Despite spending the most per capita on healthcare, the US underperforms all other developed...
#SustainableDisruptors
As growth investors, our nirvana is identifying the next disruptive winner which will dominate the future in the way that the likes of Amazon...
Can the Oil Majors Plot a New Course?
The oil and gas majors would have us believe that they are transitioning into lower-carbon energy companies. How credible is this?
By Ryan Smith, Head...
