Filipe R Costa

Neil Woodford’s secrets to success

We do not focus on short-term performance issues; we focus on the valuation of fundamentals. Our disciplined approach guides us,…

The Fed is behind the curve

For the second time in a decade, the Fed has hiked its key interest rate target. One year after the…

Just don’t call it taper

Here we are, finally, at a time when both the ECB and the FED are required to take important policy…

India’s DIY recession

During the painful periods of hyperinflation in the last century, there were a few episodes when governments decided to demonetise…

Turkey is heading towards chaos

While the global euphoria ignited by Donald Trump persists, there are parts of the world where sentiment is a little…

The big flaw in Trump’s reflation plan

We have reached a point where people are so tired of the current economic model that they’re willing to support…

Why Trump could be a huge relief for the Eurozone

Far from heralding disaster for the Eurozone, Donald Trump may soon help to replace the melancholic frown on European faces with…

The pound will rebound

To prove that Wall Street is an early omen of movements still to come in GNP, commentators quote economic studies…

Tread carefully with Emerging Markets

One year ago the FED was discussing whether it should hike its key rate and thus reverse a policy trend…

How to invest like Philip Fisher

One of the biggest and most challenging questions Philip Fisher ever dared to ask a corporate manager was “What are…