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managing partners

As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.

Paul Skinner weekly market updates

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4 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Weekly Market Update

What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.

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4 min
Video
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Investment Angles

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Article
6 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Corporate governance: still a key driver for Japanese equities

Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.

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6 min
Article
2027-08-15
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Article
6 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Disrupting the disruptors: China’s challenge to US AI

Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.

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6 min
Article
2027-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.