… it’s easy to fall into a state of complacency from overly relying on quantitative indicators…
27 Mar 2023
Managing uncertainty: a question of weighting?
Asset managers and financial advisers
must focus on helping clients narrow the gap between time-weighted and money-weighted returns
13 Mar 2023
Life in the old dog yet
We often find the best opportunities present themselves when others are fearful
10 Mar 2023
Monthly viewpoint – February 2023
The month of February proved to be altogether more challenging
20 Feb 2023
Insights from rates markets
There has been a meaningful shift in
investors’ interest rate expectations
13 Feb 2023
Love Actually? Disappointment, actually
At times great companies might not be great investments
10 Feb 2023
Monthly viewpoint – January 2023
Growing confidence that inflation in the US and Europe has peaked, with data showing both consumer and producer prices coming in below expectations, boosted markets
