We now find ourselves in the eye of an
inflationary storm
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