If something is hard, most of us would like to opt out
Gradually and then Suddenly
Spotting dangers and threats can be a difficult skill; not least because they often hide in plain sight
Embracing Uncertainty
The only certain thing in financial markets is uncertainty. And if you
can’t avoid it, you’d better embrace it.
Match Day for Climate Action
Headway has been made in the
English Premier League where this year we saw the world’s first net zero carbon football game at an elite level
Diversity of Time Horizons
“Be fearful when others are greedy
and greedy when others are fearful”
No Mr Bond(s), I expect you to fall
“We want to construct portfolios
that can deliver in a range of scenarios, in other words own assets that can shield and shine during episodes of higher inflation”
Talk is Cheap
“Listening and reading are two of
the most important activities in our industry. After all, we have two eyes and two ears, but only one mouth”
Why we pay attention to seemingly small risks – lessons from 1986
“One poorly chosen investment can derail an otherwise perfectly planned portfolio”
Understanding human behaviour can fuel our returns
“Be fearful when others are greedy and greedy when others are
fearful”
Warren Buffett
Enduring Quality
Quality is possibly the most
subjective factor you will come across and one that is likely to differ depending on who you ask