By Michael Kokalari CFA, chief economist, and Thai Thi Viet Trinh, senior economist.

The search for supernatural compounders – a conversation with Andrew Hollingworth of Holland Advisors

Understanding one of the fastest-growing asset classes

In a year that has been characterised by a roller-coaster ride in sentiment, the end outcome is likely to be one that is very positive for those investors who blocked out the noise, held their noses and stayed in equity markets.

For any income-focused investor moving from initial interest to active consideration of adding a stock to their portfolio, it is advisable to interrogate the extent to which the company’s strategy is supported by a durable and mathematically sound shareholder return framework.

Will they secure the dividend and fund buybacks?

For any major integrated energy company, the central challenge is clear: deliver competitive shareholder returns today while navigating the complexities of the global energy transition. bp has announced a "fundamental update" of its strategy—a decisive answer to this challenge that reflects decades of leadership experience and the imperative to deliver strong performance for shareholders.

Here’s the scorecard to watch

Unlocking investment opportunities in blockchain equities

Unlocking investment opportunities in blockchain equities