As the saying goes, “You never know you’re in a bubble until it bursts”
20 Feb 2023
Insights from rates markets
There has been a meaningful shift in
investors’ interest rate expectations
13 Feb 2023
Love Actually? Disappointment, actually
At times great companies might not be great investments
10 Feb 2023
Monthly viewpoint – January 2023
Growing confidence that inflation in the US and Europe has peaked, with data showing both consumer and producer prices coming in below expectations, boosted markets
6 Feb 2023
AI: is your job safe?
To see if AI has the ability to take my job, I put this to the test and asked ChatGPT to
write my blog
30 Jan 2023
Turning away from the glass-half-empty mentality
It seems, inflation has likely peaked and is expected to fall materially this year
16 Jan 2023
Well, that wasn’t expected…
Risk is integral to investing; it is ultimately what determines returns
10 Jan 2023
Monthly viewpoint – December 2022
Inflation, monetary policy tightening, supply chain disruption, fears of recession, remain the dominant themes as we enter 2023
