As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause
10 May 2021
A Value Renaissance
The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death
10 May 2021
Monthly Viewpoint – April 2021
The pandemic continued to dominate discourse in April as case numbers globally reached
record daily levels, but the impact became increasingly differentiated between the developed
world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and
movement restrictions into sight, and developing nations, notably India and Brazil, where
second waves …
26 Apr 2021
ESL, what not to do.
Understanding our
investors requirements and
risk tolerance through open dialogue enabled us to build a robust process which mitigates their risks whilst enabling the fund to aim to hit its return objective
19 Apr 2021
First a green jacket, now a green light for Japan?
The Japanese equity market is well placed to benefit as economies reopen from pandemic related restrictions
12 Apr 2021
Monthly Viewpoint – March 2021
While the vaccine news in early November was arguably the critical turning point in this cycle,
providing light at the end of the pandemic tunnel, it was only in the first quarter of 2021, 12
months from the pandemic’s onset, that investors began to price in the recovery ahead and a
return to post-pandemic normality.
12 Apr 2021
SPACtacular surge
Supportive monetary
and fiscal stimulus, ultra-
low interest rates and global markets at record level have helped the US IPO market produce its busiest quarter in
over two decades
29 Mar 2021
Fund Selection: 101
“When researching a fund, it is often useful to view the fund manager as a CEO”
22 Mar 2021
Bailey, Powell and Lagarde; the new eco-warriors?
“For all the
column inches
dedicated to central
bank meetings this
month, one potentially
seismic change to
monetary policy has
slipped under the
radar”
15 Mar 2021
Why we are all hard wired to be bad investors
Why we are all hard wired to be
bad investors
