“The one area in which bigger may not be better is performance.”
10 Feb 2022
Monthly Viewpoint – January 2022
“We are at a critical transition in the cycle. On the positive side, we
are learning to live with Covid, and in practical terms are moving
to endemic status”
7 Feb 2022
Staying ahead of the game
“We are all influenced heavily by
what we experienced in childhood- the knocks leave their marks.”
31 Jan 2022
New Year’s revolutions
This month will see global value
outperform the growth index by the most since MSCI records began in
1974
24 Jan 2022
DiversiChination
Now, everyone loves a free meal
but certainly you’re not going to eat it only because it’s free, am I
right?
17 Jan 2022
Making money in bonds
Last year, US Treasuries suffered
one of their worst years this century
10 Jan 2022
Monthly Viewpont – December 2021
Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.
10 Jan 2022
Turning the corner?
As we enter the third year of the
COVID-19 pandemic, uncertainty remains elevated in financial markets
