High-yielding and undervalued
companies may provide investors with attractive returns
Monthly Viewpoint – April 2022
The combination of surging inflation, rising policy interest rates and the near-certain prospect of several rate
rises ahead as the Fed front-loads its policy tightening cycle, has proved toxic for bond markets
Inflationary pressures
With the construction industry under
pressure, current asset owners may be the beneficiaries
Emerging outperformance?
There is plenty of opportunity for
an active Emerging Market manager to deliver attractive returns
Monthly Viewpoint – June 2022
While gold and broad commodities had surged on Russia’s invasion of Ukraine, in Q2 they fell back, in some cases sharply, in the face of a strong dollar and rising risks of recession, with only energy markets holding up.
A jubilant subject
No one can deny that to serve one’s country as Head of State for
70 years is truly impressive
Upside Down
If you have not already reviewed
your portfolio, then I suggest you do and continue to do so periodically
Definitely Maybe
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