Whilst investment is a different game altogether, similarities can be drawn between our industry and the Formula One season
Monthly Viewpoint – November 2021
The buoyant markets of October continued through most of November, taking several equity indices to new all-time highs, until news of the new Covid variant, Omicron…
Death of the traditional retailer or just poor operators?
The last decade or so has seen traditional retail undergo a structural change
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.
Monthly Viewpoint – October 2021
The abrupt fall in markets in September was equally abruptly reversed in October, with Wall Street enjoying its best month of the year, the S&P 500 returning 7.0% and closing the month at an all-time high
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”