“Higher rental growth is a necessary condition for one to start constructing a bullish case for property, rather than a nice to have”
15 Jul 2024
Remarkable Events
“What the weekend’s remarkable US event means is that we should not be so blinkered as to disregard all alternative
scenarios”
9 Jul 2024
Monthly viewpoint – Jun 2024
The AI boom is at the heart of this bull market, driving a wave of investment and growth, disruption and productivity, leaving behind those who fail to embrace it
8 Jul 2024
Investing like Roger Federer
Successful investing, much like tennis,
is about consistency and repeatability
of good decisionmaking to improve
‘Hit-Ratio’
1 Jul 2024
Stock picks for Starmer
“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”
24 Jun 2024
In plain sight
“The exposure to high-quality assets in the UK that investment trusts offer, at wide discounts to net asset value, is compelling.”
17 Jun 2024
Monthly Viewpoint – May 2024
“One of the few notable falls in markets in May came in oil, down 7%, taking it back to close to its level at the beginning of the year”
17 Jun 2024
Macron’s political gamble
“One thing is for certain, 2024 is shaping up to be a bigger year of flux than many thought in terms of political change”
10 Jun 2024
The future of fund management
“It’s been a tough period for many active managers but while we see significant changes to the landscape ahead, we firmly agree that active strategies will
remain a crucial part of the investment toolkit”
3 Jun 2024
Reform with Chinese characteristics
China’s state-owned enterprises find themselves in a sweet spot amongst a
market which has been very out of favour over the last two years.
