We often find the best opportunities present themselves when others are fearful
10 Mar 2023
Monthly viewpoint – February 2023
The month of February proved to be altogether more challenging
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
