Over onfidence in the prediction of something positive or negative is an
easy trap to fall into
Venturing overseas
The hot topic has been investing overseas, following the relaxation
of offshore investment limits; now investors can take up to 45% overseas
Central banks get serious
The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape
Monthly Viewpoint – May 2022
The stabilisation of markets in May is welcome, but the outlook remains extremely uncertain
Investing goals
If we look at successful sports
teams or individuals, there are lots of similarities that can be drawn between them and professional investors
Jordy Shore
The Dead Sea’s surface area has almost halved over the last 90
years. Today it covers a little
over 600km, down from 1050km in 1930, and is 20 miles shorter than it was in 1950
It’s lights out and away we go
“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”