The combination of surging inflation, rising policy interest rates and the near-certain prospect of several rate
rises ahead as the Fed front-loads its policy tightening cycle, has proved toxic for bond markets
10 May 2022
9 May 2022
Central banks get serious
The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape
25 Apr 2022
Investing goals
If we look at successful sports
teams or individuals, there are lots of similarities that can be drawn between them and professional investors
4 Apr 2022
Jordy Shore
The Dead Sea’s surface area has almost halved over the last 90
years. Today it covers a little
over 600km, down from 1050km in 1930, and is 20 miles shorter than it was in 1950
28 Mar 2022
It’s lights out and away we go
“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”
21 Mar 2022
Metaverse: real estate
“Although fascinating, I don’t see
the metaverse replacing the real world anytime soon.”
15 Mar 2022
Monthly Viewpoint – March 2022
The benign conditions enjoyed by financial markets in the 18 onths since the depths of the pandemic were well and truly shattered in the first quarter of 2022, driven by two powerful shocks, both largely unexpected and each with huge consequences globally…
