The TT Library

Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.   


Filter


Clear

Clear

Clear

Andy Raikes

Clear

2024

Outlook

Market Environmental Solutions Outlook

10 April 2024

Latest Environmental Solutions outlook. 

By &

Outlook

Market UK Outlook

10 April 2024

Latest UK economic and market outlook. 

By


2023

WorldWatch

Globe TT Environmental Solutions Strategy Audio Update

30 November 2023

2023 has been a perfect storm for environmental equities generally, and for the investable universe of our Environmental Solutions Strategy in particular. But as we head into 2024, many of these headwinds are easing and a far brighter outlook beckons. In the 5-minute audio update below, Co-Portfolio Manager Andrew Raikes outlines why. In this longer written piece, he goes on to illustrate that we have record-high upside in the portfolio by discussing five holdings that we believe could double over the next three years.

By

WorldWatch

Globe Environmental Equities: Storm Clearing

30 November 2023

2023 has been a perfect storm for environmental equities generally, and our investable universe in particular. But as we head into 2024, many of these headwinds are easing and a far brighter outlook beckons. In this piece we outline why, before illustrating that we have record-high upside in our portfolio by discussing five holdings that we believe could double over the next three years.

By &

WorldWatch

Globe TT UK Webinar | Undervalued, Unloved and Overlooked: Opportunities in UK Equities

23 May 2023

Unique challenges in recent years have wiped out many competitors, allowing strong UK businesses to cement their leading positions. Despite this increasing dominance, valuations often remain extremely attractive, offering exceptional opportunities for investors

By


2021

WorldWatch

Globe TT Environmental Solutions Strategy 1-Year Anniversary - Key Performance Drivers and Themes

2 June 2021

On 11th May 2021 the TT Environmental Solutions strategy celebrated its one-year anniversary. In the following piece we detail how we added value over the past year, before discussing why we find the environmental thematic so compelling, even after the rally seen in 2020. Finally, we outline some of the key sub-themes that look particularly promising. 

By &

White Paper

Papers TT Environmental Solutions Strategy - Genesis, Objectives and Key Differentiators

2 June 2021

We discuss the strategy’s genesis, objectives and key differentiators, before outlining why we find environmental equities so exciting looking forward.

By &


2015

WorldWatch

Globe TT's surprises for 2016

1 December 2015

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,, &


2014

WorldWatch

Globe TT’s surprises for 2015

17 December 2014

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,, &

WorldWatch

Globe Stormy seas

25 May 2014

We take a look at what has caused the vicious rotation in developed equity markets this year and how we expect it to play out.  

By


2012

WorldWatch

Globe Next year's diary

13 December 2012

What happens next? Wouldn’t it be nice to know what events and surprises will end up filling those pristine blank pages in your 2013 diary? Professional forecasters (or ‘futurists’ as they prefer to be known) will tell you that the one thing you should never do with the future is predict it – but here at WorldWatch we know that the temptation to forecast the future is irresistible (and as Oscar Wilde said, the only way to get rid of temptation is to give in to it). It may be that not everything we forecast in our 2013 diary will come to pass, but some of it surely will …

By, &

WorldWatch

Globe TT's 2012

2 January 2012

The arrival of the New Year diary should always be a moment for reflection. Whatever transpired in the year just past, good or bad, those blank pages for the year to come seem to offer the opportunity for change, for renewal: new people, new places, new ideas. A good thing too, you might say. The last twelve months have been unusually eventful, and many of those events have been ones that one might prefer to forget - in the hope that 2012 is going to be a lot, lot better.

By, &