All articles

2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
Brexit bargains for Christmas?
November 2018: UK stocks are attractive on a free cash flow basis compared with the rest of the world
The jaws of a golden opportunity
October 2018: Gold mining equities offer compelling value compared to the shiny metal
Investment Review
October 2018: The performance of the portfolios remains becalmed, but it is the unseen currents in the water which will prove more important in vindicating (or otherwise) the stance that we are taking.
The tortoise and the hare?
September 2018: Japan retakes title of second-largest stock market from China
The corporate credit canary – is US corporate debt on borrowed time?
August 2018: The risk of soaring corporate debt is being ignored
The rise and rise of passive investing
July 2018: There are more passively managed assets than actively managed – what could this mean?
Investment Review
July 2018: Our reviews tend to be big pictures or smaller snapshots; this is a ‘big one’, an explanation...
Income at any price
In a world of distorted interest rates and high asset prices, protecting capital and producing strong income levels may no longer be mutually compatible.
Damned if they do… damned if they don’t
June 2018: Wage inflation in the US poses a growing problem for the Fed
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