A Journey through the UnknownApril 6, 2020The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds. Continue Reading
Thoughts on Market Volatility Surrounding CoronavirusMarch 23, 2020A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention. Continue Reading
How January goes, so goes the rest of the year?March 23, 2020I am not going to ask you about how your New Year resolutions are shaping up, but the observation above about the tenuous nature of many of them is a not unusual occurrence for many of us. Naturally, the same can happen with financial market predictions. Thoughts that appeared valid and respectful considerations about the upcoming twelve months, can seem by the end of January tarnished and facile. Such is the nature of financial markets. Continue Reading
Investment Strategy Quarterly – Jan 2020March 23, 2020As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive. In hindsight, the guidance our team of economists, strategists, and portfolio managers gave last year proved prescient as ~90% of our ten themes for 2019 were accurate. Continue Reading
Welcome to the season of perpetual hopeMarch 23, 2020Judging by the preponderance of retail sales offers throughout November in my email inbox, the rise and rise of ‘Black Friday’ should completely randomise the precise timing of this year’s Christmas retail spending. Similarly for those who think about financial markets, the three percent rise in pan-European indices during the eleventh month of this year – particularly when mated with the very low levels of volatility seen across the prices of many asset classes during the month – appears to have also pulled forward the traditional ‘Santa rally’. Continue Reading
Rotation should be a beautiful word for investorsMarch 23, 2020October historically has always been a big month for investors. In my formative years back in the 1980s during one October, there was a major market crash (and weirdly simultaneously in the U.K. an extreme weather event in southern England), meanwhile those interested in older historical events will recall the events of October 1929 and the infamous capital market events back then. A lot has happened in the month of October that has just passed and whilst it is unlikely the history books will remember the tenth month of 2019 assertively, for investors thinking about prospects over the next year, it may have been critical. Continue Reading
Trade Like a Dragon, Tweet Like an EagleOctober 16, 2019The “Wizard of Oz” celebrated a magical milestone in August, returning to the town of its original screening to commemorate its eightieth anniversary. Decades after its release, many of the movie’s characters and themes provide parallels to today’s economy and financial markets. Continue Reading
Back to schoolOctober 16, 2019I hope you enjoyed a good break over the summer holiday period, because there is a lot to think about over the final four months of 2019 and beyond. Continue Reading
They just cannot get enoughOctober 16, 2019The above is not a Presidential tweet but a musing from Donald rump’s time as a property baron and television personality. An experienced investor would undoubtedly agree – sometimes you have to walk away, take a loss or change a strategy. Continue Reading
A Journey through the Unknown April 6, 2020 The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds. Continue Reading
Six things to know to weather a market downturn March 23, 2020 It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. Continue Reading
Thoughts on Market Volatility Surrounding Coronavirus March 23, 2020 A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention. Continue Reading
How January goes, so goes the rest of the year? March 23, 2020 I am not going to ask you about how your New Year resolutions are shaping up, but the observation above about the tenuous nature of many of them is a not unusual occurrence for many of us. Naturally, the same can happen with financial market predictions. Thoughts that appeared valid and respectful considerations about the upcoming twelve months, can seem by the end of January tarnished and facile. Such is the nature of financial markets. Continue Reading
Investment Strategy Quarterly – Jan 2020 March 23, 2020 As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive. In hindsight, the guidance our team of economists, strategists, and portfolio managers gave last year proved prescient as ~90% of our ten themes for 2019 were accurate. Continue Reading
Welcome to the season of perpetual hope March 23, 2020 Judging by the preponderance of retail sales offers throughout November in my email inbox, the rise and rise of ‘Black Friday’ should completely randomise the precise timing of this year’s Christmas retail spending. Similarly for those who think about financial markets, the three percent rise in pan-European indices during the eleventh month of this year – particularly when mated with the very low levels of volatility seen across the prices of many asset classes during the month – appears to have also pulled forward the traditional ‘Santa rally’. Continue Reading
Rotation should be a beautiful word for investors March 23, 2020 October historically has always been a big month for investors. In my formative years back in the 1980s during one October, there was a major market crash (and weirdly simultaneously in the U.K. an extreme weather event in southern England), meanwhile those interested in older historical events will recall the events of October 1929 and the infamous capital market events back then. A lot has happened in the month of October that has just passed and whilst it is unlikely the history books will remember the tenth month of 2019 assertively, for investors thinking about prospects over the next year, it may have been critical. Continue Reading
Trade Like a Dragon, Tweet Like an Eagle October 16, 2019 The “Wizard of Oz” celebrated a magical milestone in August, returning to the town of its original screening to commemorate its eightieth anniversary. Decades after its release, many of the movie’s characters and themes provide parallels to today’s economy and financial markets. Continue Reading
Back to school October 16, 2019 I hope you enjoyed a good break over the summer holiday period, because there is a lot to think about over the final four months of 2019 and beyond. Continue Reading
They just cannot get enough October 16, 2019 The above is not a Presidential tweet but a musing from Donald rump’s time as a property baron and television personality. An experienced investor would undoubtedly agree – sometimes you have to walk away, take a loss or change a strategy. Continue Reading