Insights - Longwave

A look at private credit and the property cycle and the latest reporting season (Aug-26)

Why concentration is not the only path to superior long-term returns in small caps (Jul-26)

How slowing the economy using interest rates is like fishing with Dynamite (Jun-26)

Why small caps may be the ticket out (May-26)

Why glamour stocks and lottery tickets will always be a feature of markets (Apr-26)

The market implications for small caps in the face of inflation, falling confidence and rising rates. (Mar-26)

ESG Observations and CY2025 Proxy Voting Report (March-26)

We delve into reporting season and the impacts of AI on small caps (Feb-26)

Why holding resources matters more than most investors admit (Jan-26)

The one thing we would teach our children about the world in the future (Dec-25)

The third instalment of our Christmas gift tradition (Nov-25)

The edge in investing isn’t found in spreadsheets, but in the insight behind it (Oct-25)

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