“One poorly chosen investment can derail an otherwise perfectly planned portfolio”
Monthly Viewpoint – September 2021
In the face of strengthening and broadening headwinds, the unbroken run of seven
months of gains in equities came to an abrupt halt in September
Understanding human behaviour can fuel our returns
“Be fearful when others are greedy and greedy when others are
fearful”
Warren Buffett
Enduring Quality
Quality is possibly the most
subjective factor you will come across and one that is likely to differ depending on who you ask
Melting Ice Cubes
When the human mind is confronted with an unexpected situation or unknown event the brain suffers what is known as a “startle effect”
Fifty Shades of Green
In the longer term, it’s likely that
the integration of sustainability will be expected across the board
Monthly Viewpoint – August 2021
In a relatively quiet month for markets, equities made further progress while government
bond markets slipped back.
Credit where credit’s due
… the “war chest” of cash in money market funds that was built up early in the pandemic has been barely dipped into