PUBLICATIONS

Insights about the global
investment landscape.

Cerno Publications

 

Posts from the wider Cerno Capital team, detailing both our Investment thinking and wider Cerno activities.

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Cerno Capital Investor Update 2022 – Summary and Q&A

13/06/2022

PAM Awards 2022 – Cerno Capital win Investment Performance – High Growth category

27/05/2022

Cerno Capital supports Outside In Exhibition, ‘Taking Flight’

23/05/2022

Theta Blockchain lunch on 13th March 2022

27/04/2022

The Future of Protein

05/03/2022

Russia’s invasion of Ukraine – impact on the global investment outlook

25/02/2022

Holding changes within the Global Leaders strategy

06/01/2022

Carbon, the planet and Cerno Global Leaders

01/12/2021

Introduction of Life Sciences Real Estate Investment Trust to Cerno Capital Multi-Asset Portfolios

19/11/2021

The Internet of Value – how blockchain is laying down the rails for a new financial system

17/11/2021

Russell Napier Book Launch – ‘The Asian Financial Crisis 1995-1998: Birth of the Age of Debt’

07/10/2021

STEP PCA Awards – Cerno Capital wins Investment Team of the Year

24/09/2021

China capital markets – uncertainties and how to deal with them

04/08/2021

Pacific stocks in periods of inflation

01/07/2021

The High Frontier – Building Economics in Space

24/06/2021

Can a high-quality portfolio of equities protect against inflation?

16/06/2021

PAM Awards 2021 – Cerno Capital win Investment Performance – High Growth category

10/06/2021

Investment Letter dated 28th May 2021 – Asymmetry & asynchronicity, repression & compression

28/05/2021

Assa Abloy – Locking in a Sustainable Future

04/05/2021

PPG – Painting a Cleaner Future

28/04/2021

Cerno Capital – Supporting The Paris Agreement and the Task Force on Climate-Related Financial Disclosures (TCFD)

27/04/2021

Bitcoin: no financial Nirvana

25/03/2021

TM Cerno Pacific: Looking Local and Growing Global Webinar Q&A

16/03/2021

Addition of UK exposure in Value Recovery Basket

19/02/2021

Linde/ITM – activating clean energy

04/02/2021

Shimano/Pioneer Electronics – elite tools for the mass market

02/02/2021

Investment Letter dated 1st February 2021 – Maths problems & punk

01/02/2021

PPG/EnnisFlint – technology beneath the wheel

27/01/2021

LVMH/Tiffany – a case of buyer’s remorse?

25/01/2021

Centre Testing International: Testing Times

20/01/2021

Hipgnosis – recent updates confirm the validity of the investment thesis

18/01/2021

Save Your Energy

19/10/2020

Call Merck

30/09/2020

Longer: A story of long-term growth and substitution in Chinese Healthcare

21/09/2020

Social commerce in China: teleshopping redux

21/09/2020

Abe resigns – consequences for the investment case for Japan

31/08/2020

Steady Rents

10/08/2020

Intel visits the Confessional

04/08/2020

Investment Letter dated 30th July 2020 – Looking round corners

30/07/2020

Dividends: Please sir, can I have some more?

16/06/2020

Style Performance

16/06/2020

In Conversation with Russell Napier – A Cerno Capital Webcast

10/06/2020

Cerno Pacific continues to outperform in weaker markets

10/03/2020

Global Leaders balance sheet further strengthened

09/03/2020

Coronavirus and economies – thoughts from Russell Napier

05/03/2020

Accenture added to Global Leaders portfolio

26/02/2020

Cerno Capital sponsors Maisie Everett, Olympic fencing hopeful

18/02/2020

Farms Not Factories: Inspiring British Food ‘Sovereignty’

17/02/2020

Financial Robustness of the Cerno Pacific Portfolio

05/02/2020

Investment Letter – January 2020

29/01/2020

Global Equity Markets – US versus Rest of the World

03/12/2019

Q&A from recent Global Leaders Breakfasts

07/11/2019

Holding in music royalty fund added to steady return basket in Select fund

23/10/2019

Gold – Foul Weather Friend

09/09/2019

Philips – Slimmer, lighter, healthier

28/08/2019

Microsoft – Azure Skies

28/08/2019

Portfolio changes to Cerno Global Leaders Strategy

14/08/2019

Cerno Capital Rounders 2019 with Greenhouse Sports

01/08/2019

Range by David Epstein – Cerno Capital Book of the Year 2019

17/07/2019

What is Japanification?

17/07/2019

Miles Geldard, Cerno Capital Investment Advisory Committee Member, Appointed as Chairman of the Elephant Protection Initiative Foundation

24/06/2019

Investment Letter – June 2019

19/06/2019

BB Healthcare – being part of the solution

04/06/2019

Renishaw Negotiates a Soft-Patch

29/05/2019

Nestlé – provenance and packaging

21/05/2019

ASML – pre-eminent in photolithography

14/05/2019

Global Healthcare – The New Ways

15/02/2019

Investment Letter – February 2019

06/02/2019

World Monetary Conditions – What Temperature is the Porridge?

05/02/2019

Investment Letter – September 2018

10/09/2018

A Short Investment Letter from Rome – May 2018

01/06/2018

Investment Letter from Hong Kong – March 2018

27/03/2018

Investment Letter – February 2018: Cobras in the Basket

05/02/2018

Investment Letter – January 2018

09/01/2018