by lpioAdmin | Jun 30, 2023 | Investment Letters, Perspectives
“Innovation and corporate governance are extremely important to improve the profitability of Japanese companies and encourage them to increase wages, capital spending, and dividends.” Shinzo Abe, former Prime Minister of Japan If markets in 2022 were characterised by...
by LPIO | Jun 1, 2023 | Market Views, Perspectives
Commodity companies have suffered years of underinvestment which has created an ever-widening gap between future demand and future supply. As the world transitions to a more sustainable future, we believe commodity equities currently offer investors an attractive...
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