While the odds remain in favour of
equities outperforming bonds over long time periods, it cannot be assured, and
the possibility of being in an unlucky generation of equity investors should not be discounted
15 Jan 2024
10 Jan 2024
Monthly viewpoint – December 2023
There is good value in non-US markets, notably the UK, where valuations are
particularly attractive after a period of relative weakness
8 Jan 2024
New Year. New me. New you. New US?
Is this the year where US equities fall behind? Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course
11 Dec 2023
Monthly viewpoint – November 2023
The only notably weak market was oil. The initial surge in price following the Hamas attack on Israel has unwound as fears of a wider Middle East conflict have dissipated
11 Dec 2023
Wall-E Street
AI primarily serves as a supporting function intended to complement our existing strategic/tactical asset allocation and portfolio construction processes rather than replacing it
4 Dec 2023
Fleece Navidad
As the fashion industry continues to adapt to the climate emergency, it is clear that investors and consumers have
a significant role to play in bringing sustainable fashion brands to the
fore
27 Nov 2023
Siren call
If we are close to peak rates, as many economists are suggesting, then
history would suggest cash should be
usurped from its throne
20 Nov 2023
Stocking fillers for your portfolio
There is light at the end of the tunnel, with growing belief that we have seen “peak reates”
13 Nov 2023
Interest rate volatility: Transitory or here to stay?
It is of prime importance to carefully watch and assess all of the factors affecting growth, inflation, and fiscal sustainability in coming years
10 Nov 2023
Monthly viewpoint – October 2023
In an era of heightened geopolitical
risks, there is considerable uncertainty about the macroeconomic variables impacting policy, and hence on the timing of rate cuts, and the risk of policy error is rising
