Mirror, Signal, Outmanoeuvre This update covers the period Q1 of 2024, but in many cases we have taken the basic asset class chart (fig.1) back to the end…
Author: Chris Metcalfe
Over recent months, we’ve looked to outline a handful of exciting investment opportunities for investors. We began our journey by looking into the prospects for emerging markets and…
While the term “bond funds” may not evoke the same excitement as high-flying tech stocks, they remain essential pillars of diversified portfolios. In this ever-changing financial landscape, understanding…
Call My Bluff This update covers from 15th January to 14th February, but we have used year to date charts to give a slightly broader perspective. Since our…
This time last year, around the date of Chinese New Year, we wrote a blog focusing on Chinese equities. In summary, we were relatively positive on Chinese equities…
The Big Election Year Our last monthly performance update was released on December 19th, just six days after Fed Chair Jerome Powell indicated it was safe to return…