“One poorly chosen investment can derail an otherwise perfectly planned portfolio”

Understanding human behaviour can fuel our returns
“Be fearful when others are greedy and greedy when others are
fearful”
Warren Buffett

Enduring Quality
Quality is possibly the most
subjective factor you will come across and one that is likely to differ depending on who you ask

Melting Ice Cubes
When the human mind is confronted with an unexpected situation or unknown event the brain suffers what is known as a “startle effect”

Fifty Shades of Green
In the longer term, it’s likely that
the integration of sustainability will be expected across the board

Credit where credit’s due
… the “war chest” of cash in money market funds that was built up early in the pandemic has been barely dipped into

Monthly Viewpoint May 2021
Confidence in economic recovery continued to mount in May, with most data and forward indicators pointing to a period of exceptional growth underway.