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
Finding your anchor
The pace of the rise in bonds yields has caught investors by surprise.
Outrunning dinosaurs with artificial intelligence
We need to operate closer to the frontiers of where technology
is going