As 2025 begins, Drum Hill offers its views on markets where the team is seeing opportunities in the years ahead.

Our take on the first half of 2024, and the potential opportunities we see ahead.

Our take on markets over the past year, as well as the opportunities and risks that may lie ahead in 2024.

Drum Hill's take on market developments in the first half of 2023, and its outlook for the global economy and markets.

Drum Hill reviews some of the key drivers of last year's volatility, and what may be in store for markets in 2023 and beyond.

Drum Hill considers the recent volatility in equity and fixed income markets, and the opportunity it may present.

Drum Hill Capital explores a new set of Global Challenges, and considers some of the businesses and industries that may offer solutions.

Drum Hill Capital offers its take on the tumultuous start to the year, and its views on what may lie ahead.

With the conflict in Ukraine dominating headlines, we consider the long-term implications for investors in European markets.

At the third anniversary since inception, an update on our Focused European Equity strategy.

Our take on the past year, and how we intend to navigate markets in 2022.

As we pass the halfway mark of 2021, Drum Hill Capital offers its views on the economy and markets going forward.

With so much ink having already been spilled on the horrible year that was 2020, we see little reason to review the past year in any...

In June of 2019, we put together a brief presentation titled, "How We Look at Growth vs. Value: A Long-Term Perspective”. In it, we...

With the first half of a tumultuous year behind us, Drum Hill Capital reflects on the outlook for global growth and markets going forward.

Drum Hill Capital offers its take on the volatile start to 2020, and discusses its positioning for the uncertain path ahead.

As 2019 began, many investors found themselves reeling from December’s intense market rout, which capped off the worst year for U.S....

A recent visit to Antwerp sparked some initial thoughts on renewable energy and other "global challenges".

Recently, we had the opportunity to meet with the management team of Nobina AB, the Nordic region’s largest and most experienced public tran

For years now, it’s seemed as though the “age of mobile payments” has always been just around the corner. Apple Pay launched in 2014,...