“Gap risk is difficult to account for in any sensible investment framework”
10 Mar 2022
Monthly Viewpoint – February 2022
Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin
7 Mar 2022
Goodbye to Greenwashers
“For fund selectors the key questions are: who is genuine and how do they
stack up versus a burgeoning
list of peers?”
21 Feb 2022
Taking the (not so) long view
“While investors cannot control their natural behavioural instincts, we should focus on what we can
control.“
10 Feb 2022
Monthly Viewpoint – January 2022
“We are at a critical transition in the cycle. On the positive side, we
are learning to live with Covid, and in practical terms are moving
to endemic status”
7 Feb 2022
Staying ahead of the game
“We are all influenced heavily by
what we experienced in childhood- the knocks leave their marks.”
