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
10 Nov 2023
6 Nov 2023
Use it or lost it
Urgent appeal to the referee is clear: give damaging Alternative Investment Fund Managers Directive regulations the red card.
30 Oct 2023
Treasury hunt
Bond markets need to stabilise before
markets can begin to recover, but with yields of around 5% across the maturity curve, there is now good value available
23 Oct 2023
Base effects
Base rates are a useful tool for investors when making decisions that involve
factors that can disrupt the balancing of risk and reward
16 Oct 2023
Fly Me to the Moon
Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.
10 Oct 2023
Monthly viewpoint – September 2023
Data from the US economy has proved to be surprisingly strong this year, and the labour market remains tight, with
wages rising at close to 6%
9 Oct 2023
Responsible investment:here for good
There is evidence that investing responsibly and integrating ESG factors is additive to returns.
2 Oct 2023
Risky business
We believe in blending equity style factors
to deliver more efficient returns
25 Sep 2023
A tail of two services
Boutique firms specialise in being selective and creative in their investment approach
18 Sep 2023
The Investment Odyssey: Avoiding the Sirens of behavioural bias
In the world of investing, investors face
their own version of Sirens in the form
of behavioural biases
