Investors must exercise due diligence and remain attentive to developments in this sphere

It’s the little things that count
We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via
third-party, experienced, active managers who can be more selective
in constructing portfolios.

Weathering storms and building trust
UK Investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios

Where has the ‘greenium’ gone?
“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”

Has the US labour market turned a corner?
Different definitions mean individuals
fall in and out of certain categories at
different times, which serves to reduce the usefulness of any one labour market
indicator.

The quiet investor
There are invaluable lessons to be learned from Ronald Read’s life and investment choices

Monthly viewpoint – January 2024
“A disconnect is building between the market’s expectations for the pace and extent of cuts and the resilience of the economy. We therefore expect a period of consolidation ahead”

New Year. New me. New you. New US?
Is this the year where US equities fall behind? Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course