We seek to ensure there are investments that benefit from negative scenarios

Monthly viewpoint – July 2022
The rally in markets in recent weeks is
welcome, but further periods of volatility and setbacks in markets are very likely

Shinzo Abe; a tragic death but a promising legacy
Japanese equities should form an important part of any truly global
portfolio today

Finding your anchor
The pace of the rise in bonds yields has caught investors by surprise.

Outrunning dinosaurs with artificial intelligence
We need to operate closer to the frontiers of where technology
is going

Inflation Licked Bonds
When it comes to inflation hough,
postage costs are probably not front and centre of people’s minds

Buy Now, Paid Lots
High-yielding and undervalued
companies may provide investors with attractive returns

Inflationary pressures
With the construction industry under
pressure, current asset owners may be the beneficiaries