A $250 billion reappraisal Oracle’s first-quarter results appeared underwhelming at first glance. Revenue came in just below consensus, and earnings per share missed expectations. For a company of Oracle’s...
Oracle: How did the markets miss the mark?
September 2025: Portfolio Perspectives
This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we examine how fiscal dynamics...
September 2024: Investment Roadmap
Our latest Roadmap explores the potential economic and financial policies of the two candidates in the US Presidential Election. We would regard a Trump victory as challenging for financial...
September 2023: Investment Roadmap
This month’s feature is on the Chinese equity market, which has been a material underperformer over both the short and long term. The relative strength in China’s economy has...
August 2023: Investment Roadmap
In this month’s instalment of our Investment Roadmap, we talk inflation and advocate investor caution over the outlook. In private markets we discuss the quantity of capital available to...
Saranac Partners and EMV Capital lead investment in Cambridge-focused tech investor Martlet Capital
Saranac Partners has invested in the newly formed Cambridge-focused tech investor Martlet Capital, a spin-out from Marshall of Cambridge (Holdings) Ltd, one of the UK’s largest family-owned businesses. This...