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
30 Oct 2023
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
11 Sep 2023
Monthly viewpoint – August 2023
Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%
11 Sep 2023
Macro matters
We caution against the view that we are likely to see a protracted period of either especially high or especially low
inflation over the next five years
