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…
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.”
31 Jan 2022
New Year’s revolutions
This month will see global value
outperform the growth index by the most since MSCI records began in
1974
