Why Asset Allocation isn’t the Whole Story
25th September 2025
We all know the saying: asset allocation drives the majority of portfolio returns. But 2025 has so far been a stark reminder that fund selection can make or…
Author: Chris Rush
Why Asset Allocation isn’t the Whole Story
25th September 2025
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Diplomacy in the Shadows: What Trump’s Trade Tactics Mean for Your Client’s Investments
12th August 2025
This update covers the period up to August 7th. It primarily covers 2025, but we have extended it back to November 5, 2024, to encompass the entirety of…
Duplicity for Dummies
9th July 2025
Macro & Markets The Ultimate Key Date This update covers the period up to July 9th. This update primarily covers the first half of 2025, but we have…
Has Sustainable Investing Lost its Lustre?
25th June 2025
Sustainable investing has come under some pressure over recent years. Back in 2022 many investors believed they could get the feel-good factor of investing sustainably without sacrificing investment…
Markets Bite into the TACO Trade
18th June 2025
This update covers the period up to June 17th. As usual, we have taken the basic asset class chart (fig.1) back to the end of October 2023, the…
Investment Update | May 2025
12th May 2025
The Road Ahead This update covers the period up to May 7th. As usual, we have taken the basic asset class chart (fig.1) back to the end of…