Oldfield Partners

Investment Management

Richard Oldfield discusses the case for a patient approach to active management.

Investment Management

Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations are low.

Investment Management

Richard Oldfield discusses the importance of valuation discipline during periods of volatility and uncertainty.

Investment Management

Should investors give the UK a second look?

Investment Management

The futility of forecasting

How does value investing swerve forecasting’s flaws?

Investment Management

How are European carmakers responding to falling sales and rising Chinese competition?

Investment Management

High AI valuations are a risk – where else should investors look?

Investment Management

Will reforms lift Korean equity valuations?

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