Focal point

Our take on the latest investment themes

View [5G closing gap on fixed line broadband] 5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

by Patrick Potts

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

4 February 2019
View [Desperately seeking: Board accountability and active voices] At the AGM

Desperately seeking: Board accountability and active voices

by Patrick Potts, Reece Birtles

It is clear from this remarkable AGM season that investors are looking for more accountability. But it needs to start at the top, and be held to account by active voices.

1 November 2018