… the peak of inflation is now within sight, albeit with considerable uncertainty around further policy tightening required to bring it sustainably to target levels of around
2%
Yet another update on China
China is facing a different set of issues that
still have global consequences
Will the strong dollar continue to spook markets?
At times such as this it is important to
remember that the global economy is cyclical
(IL) Liquidity of property
Open-ended property funds are not the only way to gain direct exposure to the
property 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