The Forgotten Middle

Latest Blogs

Global Equities

Covid broke apart the over-arching business cycle, leaving disrupted supply chains and complex inventory cycles

Ben Leyland

Robert Lancastle

Global Equities

Non-life insurers in medium-sized markets benefit from improving efficiencies in strong franchises

Jasmeet Munday

Ben Leyland

Global Equities

There are layers of change happening in the energy sector, making it a fascinating area of opportunity

Global Equities

As the post-pandemic de-stocking cycle finally plays through, opportunities are emerging in a variety of sectors, including healthcare and logistics

Ben Leyland

Robert Lancastle

Global Equities

Are there alternatives to big tech? Opportunities abound in the ‘forgotten middle’, where quality, value and growth intersect

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