Investment Update | December 2024
13th December 2024
Market Crossroads: Unwrapping Tariff Uncertainties & Policy Shifts Macro & Markets The re-election of Donald Trump has introduced significant uncertainty, particularly regarding potential tariff escalations. Proposed tariffs…
The Case for Balance
26th November 2024
The debate between active and passive investing is one of the most contentious topics in financial markets. While some advisors swear by the simplicity and cost-effectiveness of passive…
Investment Update | September 2024
19th September 2024
Complacency is Back This update covers the period up to September 13th 2024. As usual, we have taken the basic asset class chart (fig.1) back to the end…
Investment Update | June 2024
20th June 2024
Will Markets Keep Their Cool During Election Heat? This update covers the period up to 19 June 2024, though as with the last update, we have taken the…
Vanilla Ice Cream & Margherita Pizza
30th May 2024
Setting the Table As everyone, and their bank accounts, is undoubtedly aware, inflation is now well and truly in the system. Headline inflation has dropped from 8.9% in…
Investment Update | March 2024
22nd March 2024
Beware of the Pivots This update covers the period from 14th February to 19th March, but we have taken the basic asset class chart back to the end…
