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
10 Oct 2021
4 Oct 2021
Understanding human behaviour can fuel our returns
“Be fearful when others are greedy and greedy when others are
fearful”
Warren Buffett
27 Sep 2021
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
20 Sep 2021
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”
13 Sep 2021
Fifty Shades of Green
In the longer term, it’s likely that
the integration of sustainability will be expected across the board
10 Sep 2021
Monthly Viewpoint – August 2021
In a relatively quiet month for markets, equities made further progress while government
bond markets slipped back.
6 Sep 2021
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
16 Aug 2021
Jassy: Jeff’s Fresh Prince
Most of the world’s leading
companies have a public
figurehead who has charted the company’s rise to where they are
today
10 Aug 2021
Monthly Viewpoint – July 2021
In the face of a rapid spread of the delta variant, with daily Covid case numbers up almost 80% in July from June levels, concerns about the sustainability of growth re-emerged.
