News

OCTOBER 2021 MARKET UPDATE

— Oct 7, 2021
OCTOBER 2021 MARKET UPDATE For the second quarter running we have seen most equity and debt markets seemingly acting as grown ups - plodding along -...

Read More

AUGUST 2021 MARKET UPDATE

— Aug 25, 2021
AUGUST 2021 MARKET UPDATE We have been optimistic about the potential for returns from equities for a long time, reinforcing that view by adding to...

Read More

JULY 2021 MARKET UPDATE

— Jul 30, 2021
JULY 2021 MARKET UPDATE Our concerns over equity valuations, particularly in the U.S, are rising again. Over the last twelve months the US stock...

Read More

JUNE 2021 MARKET UPDATE

— Jun 29, 2021
JUNE 2021 MARKET UPDATE Markets have continued their goldilocks drift upwards - limited gains but very low volatility. Equities are rising, fixed...

Read More

BITCOIN REVISITED

— Jun 9, 2021
“Everything you don't understand about money combined with everything you don't understand about computers”.                        ...

Read More

APRIL 2021 MARKET UPDATE

— Apr 30, 2021
APRIL 2021 MARKET UPDATE March saw global equities take a dip mainly due to the rise in bond yields. Global bond yields have been at record levels...

Read More

MARCH 2021 Market Update

— Mar 30, 2021
MARCH 2021 MARKET UPDATE There was little in the way of significant events over the period other than a continuation of the rotation we wrote about...

Read More

FEBRUARY 2021 Market Update

— Feb 24, 2021
FEBRUARY 2021 MARKET UPDATE Global stock markets have mostly held onto the gains made following the strong performance since November 2020 although...

Read More

JANUARY 2021 Market Update

— Jan 22, 2021
JANUARY 2021 MARKET UPDATE It may surprise many people to know that Sir Isaac Newton is almost as famous in the investment world as he is for his...

Read More

DECEMBER 2020 Market Update

— Dec 17, 2020
DECEMBER 2020 MARKET UPDATE As this most unsatisfactory of years concludes another distinct narrative has emerged for Q4. In Q1 we had the emergence...

Read More

1 2 3 4 5 6 7 8