The new reality of geopolitical risk
21st May 2026
Putin thought his ‘Special Operation’, which was meant to invade and seize power in Ukraine, would be over in a matter of days. What he got instead was…
Author: Chris Metcalfe
The new reality of geopolitical risk
21st May 2026
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Same Debate, Different Market: Re-thinking Active & Passive in 2026
26th January 2026
This debate will probably outlive us all. If anyone doubts the strength of feeling on both sides, try posting a chart on LinkedIn showing the benefits of one…
Same Story, New Chapter
9th January 2026
This update briefly reviews developments in 2025 and the first trading days of 2026, but its primary focus is on our outlook for the remainder of the year….
A Practice Run for What’s to Come?
12th December 2025
This update covers the period year to date to 10 December 2025. On the surface, looking at markets over the last few weeks, it might seem little has…
Times Up for Old Market Narratives
18th November 2025
This update covers the period year-to-date up to 13 November 2025 and continues to be a strong one for the IBOSS Core range, in both absolute and relative…
Decumulation in Practice
29th October 2025
Balancing Income, Growth & Capital Preservation Over the past few weeks, we have been speaking with advisers about decumulation, what is working, what is not, and where the…