Consensus appears to assume that electric vehicle adoption rates will increase dramatically. This view is misplaced. The impact on the oil price and equity market leadership is not something that investors are positioned for.

Stephen Anness | 0.25 CE

Many investors claim to follow a contrarian style. But it is important to distinguish between those who unthinkingly dismiss orthodox approaches, and those who meaningfully challenge them.

Stephen Anness

Valuation is not just an important driver of investment returns but also of investment volatility.

Stephen Anness