While gold and broad commodities had surged on Russia’s invasion of Ukraine, in Q2 they fell back, in some cases sharply, in the face of a strong dollar and rising risks of recession, with only energy markets holding up.
6 Jun 2022
A jubilant subject
No one can deny that to serve one’s country as Head of State for
70 years is truly impressive
30 May 2022
Upside Down
If you have not already reviewed
your portfolio, then I suggest you do and continue to do so periodically
23 May 2022
Definitely Maybe
Over onfidence in the prediction of something positive or negative is an
easy trap to fall into
16 May 2022
Venturing overseas
The hot topic has been investing overseas, following the relaxation
of offshore investment limits; now investors can take up to 45% overseas
10 May 2022
Monthly Viewpoint – May 2022
The stabilisation of markets in May is welcome, but the outlook remains extremely uncertain
10 May 2022
Monthly Viewpoint – April 2022
The combination of surging inflation, rising policy interest rates and the near-certain prospect of several rate
rises ahead as the Fed front-loads its policy tightening cycle, has proved toxic for bond markets
9 May 2022
Central banks get serious
The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape
25 Apr 2022
Investing goals
If we look at successful sports
teams or individuals, there are lots of similarities that can be drawn between them and professional investors
