The Yuan has been under pressure this year, down 5.2% in Q2 and 7.6% YTD, as the Chinese economic recovery following the end of Covid restrictions faded

Monthly viewpoint – May 2023
The extraordinary success of ChatGPT
following its launch in November 2022 is
leading to a surge in demand for high end
processors to power AI applications

Monthly viewpoint – April 2023
The apparent calm masked troubling
turbulence for markets below the
surface

Wall-E Street
AI primarily serves as a supporting function intended to complement our existing strategic/tactical asset allocation and portfolio construction processes rather than replacing it

Fleece Navidad
As the fashion industry continues to adapt to the climate emergency, it is clear that investors and consumers have
a significant role to play in bringing sustainable fashion brands to the
fore

Siren call
If we are close to peak rates, as many economists are suggesting, then
history would suggest cash should be
usurped from its throne

Stocking fillers for your portfolio
There is light at the end of the tunnel, with growing belief that we have seen “peak reates”

Interest rate volatility: Transitory or here to stay?
It is of prime importance to carefully watch and assess all of the factors affecting growth, inflation, and fiscal sustainability in coming years

Monthly viewpoint – October 2023
In an era of heightened geopolitical
risks, there is considerable uncertainty about the macroeconomic variables impacting policy, and hence on the timing of rate cuts, and the risk of policy error is rising

Use it or lost it
Urgent appeal to the referee is clear: give damaging Alternative Investment Fund Managers Directive regulations the red card.