Market Update | Brave New World
11th February 2022
The drivers behind the performance of both bonds and equities changed at the end of November 2021, and it all hinged on the inflation outlook. In a few…
Market Update | Brave New World
11th February 2022
The drivers behind the performance of both bonds and equities changed at the end of November 2021, and it all hinged on the inflation outlook. In a few…
China’s Resolve
25th January 2022
In January, it’s not unexpected to be inundated with outlooks for the rest of the year. However, while views on what will happen with inflation and interest rates…
Market Update | A Post Vaccine World
21st January 2022
Since the global financial crisis (GFC), there has been no other event more significant to markets than the creation of effective vaccines against COVID-19. It doesn’t actually matter…
Kingswood Acquires IBOSS
20th December 2021
We are pleased to announce that IBOSS is being acquired by Kingswood Holdings Limited. As we have increased our range of investment services, we realised we would need…
Maximum Greed?
2nd December 2021
The Backdrop This article primarily focuses on the US markets because US equities now make up a staggering 69% of the main global indices. In addition, US markets…
Concentration Risk?
23rd November 2021
As managers of multi-asset portfolios, we have long preached the benefits of diversification. The problem is, as growth stocks have been on a tear for the last decade,…