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.
3 Jun 2024
20 May 2024
Bipolar markets
Going forward it seems we must learn to live with the market’s disorders while central banks’ interventions remain the only effective treatment.
13 May 2024
Hidden assets
We have found a strategy that has the benefit of providing exposure
to volatility but without suffering an
expensive cost of carry
10 May 2024
Monthly viewpoint – April 2024
“we are seeking opportunities to add to risk assets if equity markets continue their period of consolidation seen in April”
29 Apr 2024
It could be gold’s time to shine
Despite the recent rally, there could
still be upside if history is anything to go by, and with central banks increasing
reserves and geopolitical risks on the rise, there is a clear investment case
for holding gold
22 Apr 2024
Will buybacks continue to bolster equity markets?
Investors must exercise due diligence and remain attentive to developments in this sphere
15 Apr 2024
It’s the little things that count
We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via
third-party, experienced, active managers who can be more selective
in constructing portfolios.
10 Apr 2024
Monthly viewpoint – March 2024
“the most compelling markets remain the UK and Japan which trade at a discount to global peers and offer healthy dividends”
8 Apr 2024
Weathering storms and building trust
UK Investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios
25 Mar 2024
Where has the ‘greenium’ gone?
“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”
