Equities Archives - Cerno Capital - Investment Management

The problem with America….part 1

15/09/2023

By James Spence

Japanese corporate reform

08/08/2023

By Michael Flitton

New Indian positions – Affle and Tanla Platforms

27/07/2023

By Oscar Mackereth

Artificial Intelligence in the Global Leaders Portfolio

19/07/2023

Growth vectors: Novozymes: the power of combination in micrology

24/05/2023

Growth vectors: VISA – partnering with FinTech

10/05/2023

By Oscar Mackereth

Growth vectors: Adobe – new opportunities created by text to image AI

03/05/2023

Growth vectors: Microsoft – security

27/04/2023

By Michael Flitton

Revisiting the case For Techtronic Industries

25/04/2023

Why we don’t invest in banks

10/04/2023

By James Spence

Long range consequences of high energy prices

13/07/2022

By Ion Sioras and Oscar Mackereth

Equities during a time of inflation

13/07/2022

By James Spence