The last decade or so has seen traditional retail undergo a structural change
22 Nov 2021
Gradually and then Suddenly
Spotting dangers and threats can be a difficult skill; not least because they often hide in plain sight
15 Nov 2021
Embracing Uncertainty
The only certain thing in financial markets is uncertainty. And if you
can’t avoid it, you’d better embrace it.
10 Nov 2021
Monthly Viewpoint – October 2021
The abrupt fall in markets in September was equally abruptly reversed in October, with Wall Street enjoying its best month of the year, the S&P 500 returning 7.0% and closing the month at an all-time high
8 Nov 2021
Match Day for Climate Action
Headway has been made in the
English Premier League where this year we saw the world’s first net zero carbon football game at an elite level
1 Nov 2021
Diversity of Time Horizons
“Be fearful when others are greedy
and greedy when others are fearful”
25 Oct 2021
No Mr Bond(s), I expect you to fall
“We want to construct portfolios
that can deliver in a range of scenarios, in other words own assets that can shield and shine during episodes of higher inflation”
18 Oct 2021
Talk is Cheap
“Listening and reading are two of
the most important activities in our industry. After all, we have two eyes and two ears, but only one mouth”
11 Oct 2021
Why we pay attention to seemingly small risks – lessons from 1986
“One poorly chosen investment can derail an otherwise perfectly planned portfolio”
