Sound Thinking

Sound Thinking – 2022: Back Towards Normal?

2022: Back Towards Normal? As we do every year, during January we sit down to think about what might matter for the coming year – and that process always begins with us assessing how we did the previous year. The goal of this is to help boards prioritize their work, whether it is actually allocating… More

February 2022

Sound Thinking: Thinking Skeptically

Thinking Skeptically Risk markets are currently trading at all-time highs, cryptocurrencies are soaring, and investment markets are looking forward to a broadly positive post-COVID future. At times like these it can be valuable to consider the role that skepticism plays in the investment process. How should an investor approach the wide range of opportunities that… More

May 2021

Priorities for 2019

January 2019