“Boxing styles will ultimately determine how exciting a fight is.
This is not too dissimilar to investment styles, where some work better together than
others. “
Taking the (not so) long view
“While investors cannot control their natural behavioural instincts, we should focus on what we can
control.“
Monthly Viewpoint – January 2022
“We are at a critical transition in the cycle. On the positive side, we
are learning to live with Covid, and in practical terms are moving
to endemic status”
Staying ahead of the game
“We are all influenced heavily by
what we experienced in childhood- the knocks leave their marks.”
New Year’s revolutions
This month will see global value
outperform the growth index by the most since MSCI records began in
1974
DiversiChination
Now, everyone loves a free meal
but certainly you’re not going to eat it only because it’s free, am I
right?
Making money in bonds
Last year, US Treasuries suffered
one of their worst years this century