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News | 13 January 2026

Reflections & Insights – Q1 2026

This is the time of year when prognostications bloom. The reality is that nobody has any idea what will happen in the year ahead. Forecasts tend to reflect the ideological or emotional views of the forecaster, and the strongest correlation of any forecast is with what happened in the past year.

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Market Concentration and Elevated Risk – December 2025

Insights | 16 December 2025

Why GuardCap Global Equity Offers Genuine Diversification at a Time When it is More Needed Than Ever.

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Notes from the Road: Emerging Markets

Insights | 29 August 2024

We were back in Brazil for the first time since 2019.

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Notes from the Road: Emerging Markets

Insights | 2 October 2023

One of the favourite things that GuardCap Emerging Markets team like to do as investors is …

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Insight: Quality Style in Different Market Regimes

Outlook Insights | 1 September 2022

The last two years have been tumultuous, to say the least, with a seemingly unending onslaught of challenges…

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