Why China, Why Now?
27th September 2022
China has investors scratching their heads. Is it better to sit it out, or are valuations so low as to make it an opportunity not to be missed?…
Author: Chris Metcalfe
Why China, Why Now?
27th September 2022
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Market Update | The Emergence of New Winners
20th September 2022
During August, equity returns were broadly positive, with the outperformers being several emerging markets, most noticeably Latin America and India. In contrast, the two most significant underperformers, which…
Looking Through the UK’s Doom and Gloom
30th August 2022
Headlines over the past weeks and months have been filled with nothing but doom and gloom. After listening to a media commentator this morning (30/08/2022) effortlessly move from…
Market Update | The Next Pivotal Point
13th July 2022
Both bond and equity markets have continued to struggle in 2022. June was an exceptionally weak month, as a higher-than-expected US inflation print led to risk assets selling…
Alternative Assets
27th June 2022
Given the falls we have seen in equities and bonds this year, it comes as no surprise that investors are increasingly looking to so-called alternative assets as a…
Market Update | Understanding the Big Picture
20th June 2022
The inevitable ‘nobody could have seen this coming’ message had begun We have been highlighting, for some time now, that the ‘lower for longer’ era regarding interest rates…