It has been one of the main discussion points of the past three years, five years and even decades in the case of Japan: will inflation return? Low prices and ultra-low rates must surely end at some point; or maybe not… We are amid a pandemic and going through a period of depressed economic activity, so why would inflation even register on investors’ radars?
27 Oct 2020
The Long & the Short of What’s Next CS
This week heralds the start of the final quarter of 2020. What an extraordinary year it has been thus far. Of course, for investment managers,
23 Oct 2020
What does Jam have to do with successful investing?
In early 2000 a couple of US academics published a research paper on decision making, and while the experiment was not investment focused, the lessons
31 Jan 2020
Monthly Viewpoint – Jan 2020
As the year began, so it ended, with yet another strong month for risk assets in December, capping one of the best years for markets
