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…
Author: Chris Rush
Markets Bite into the TACO Trade
18th June 2025
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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…
Investment Update | April 2025
10th April 2025
Keep Calm but Maybe Don’t Carry On Macro & Markets Q1 was a bruising quarter for investors who maintained a relative overweight to the US assets which had…
Investment Update | February 2025
10th February 2025
This update covers the period up to January 9th. As usual, we have taken the basic asset class chart (fig.1) back to the end of October 2023, the…
Fixed Income: Is it worth it?
31st January 2025
One of the most popular queries we currently receive from clients is why they should invest in fixed income at all. Given the performance of bonds in recent…
Investment Update | January 2025
13th January 2025
The Outlook This update covers the period up to January 9th. As usual, we have taken the basic asset class chart (fig.1) back to the end of October…