The TT Library

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Bernie Huepfl

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2019

White Paper

Papers Ideas for investing in late-cycle markets

23 July 2019

With global economies and markets looking increasingly late-cycle, we look at investment strategies that could perform well in this new environment. 

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2017

WorldWatch

Globe TT’s surprises for 2018

8 December 2017

WorldWatch proposes several potential investment surprises for the year ahead. 

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White Paper

Papers The case for quality investing

10 May 2017

With valuations becoming ever more stretched, particularly in the US, our Global Equity team argue that prudence is needed for long-term investors and outline the case for investing in high-quality companies at attractive valuations. 

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