… it’s easy to fall into a state of complacency from overly relying on quantitative indicators…
28 Mar 2023
Managing uncertainty: a question of weighting?
Asset managers and financial advisers
must focus on helping clients narrow the gap between time-weighted and money-weighted returns
13 Mar 2023
Life in the old dog yet
We often find the best opportunities present themselves when others are fearful
21 Feb 2023
Insights from rates markets
There has been a meaningful shift in
investors’ interest rate expectations
14 Feb 2023
Love Actually? Disappointment, actually
At times great companies might not be great investments
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