“equities have been boosted by the
strength of tech and growth stocks,
especially those benefitting from the AI boom”
13 Mar 2024
11 Mar 2024
The quiet investor
There are invaluable lessons to be learned from Ronald Read’s life and investment choices
26 Feb 2024
(il)Liquidity of property
It is critical that any investor in the real estate sector understands and appreciates the illiquid nature of the underlying asset class
19 Feb 2024
MOVErs and shakers
Our time-tested asset allocation process
revolves around longer-term relative value opportunities. But when
the market MOVEs, you need to MOVE
with it
13 Feb 2024
Monthly viewpoint – January 2024
“A disconnect is building between the market’s expectations for the pace and extent of cuts and the resilience of the economy. We therefore expect a period of consolidation ahead”
12 Feb 2024
China is on the move
Chinese EVs can be much cheaper than their Western counterparts giving them a route to increasing market share in Europe and the US
5 Feb 2024
The fragility of trust
It is probably fair to say that no fund manager is as good as he/she is held
up to be nor as bad as they might be accused of being
29 Jan 2024
The Trump spectre looms large
With over nine months to go until the elections, it is still much too early to act on
the back of such assessments
22 Jan 2024
Big isn’t always beautiful
The new financial ‘Whizz Kids’ of Wall Street had allegedly unlocked the secret to ever increasing financial returns from
very little capital
