A modicum of value has come back into
the UK bond market

Welcome to the New Age
The recent explosion of TikTok has made
brands rethink their advertising strategies

Data, data everywhere and not a number to guide
Humans like to have a number to hold onto as it feels tangible and brings
confidence

Monthly viewpoint – August 2022
Careful diversification is needed more than ever, and we strongly believe it is important to ride out the short-term volatility to participate in full in those
longer-term opportunities

The Law of Lindy
Often the most successful new businesses are centred around ideas that satisfy age-old basic human wants and needs

Navigating fund fees and finding value
New regulations in the UK are making it increasingly difficult for
multi-asset funds to hold investment trusts

Change – it’s a constant
We seek to ensure there are investments that benefit from negative scenarios

Monthly viewpoint – July 2022
The rally in markets in recent weeks is
welcome, but further periods of volatility and setbacks in markets are very likely

Shinzo Abe; a tragic death but a promising legacy
Japanese equities should form an important part of any truly global
portfolio today